Wealth Management is more than just investment advice. It usually involves multiple components of a person or family’s overall financial picture. Rather than employing the services of multiple professionals, it may be more beneficial to have a single person or firm “quarterback” your plan. This way, everything is coordinated rather than pieced together and everyone knows what his or her role is in the overall picture.
Wealth Management is very personalized and one size does not fit all. Please feel free to contact us and we would be happy to talk about your particular situation.