Wealth Accumulation Strategies
You have goals for your future; probably more than one. They might be about the lifestyle you hope to lead in retirement. Or a child’s education. There might be a charitable cause you hope to support more fully, or a hobby you’ve yearned to pursue. Or perhaps you’re just not quite able to articulate your goal. But we bet you have one, nevertheless. Understanding what’s really important to you is at the heart of how we’ll begin to build the kind of relationship you expect. Step by step, in a way that is very personal, very open and very focused on your hopes and dreams and goals.
Wealth management is very straightforward. From the individual’s perspective, wealth management is simply the science of solving/enhancing his or her financial situation. From the financial specialist’s perspective, wealth management is the ability of an advisor to deliver a full range of financial services and products to a client in a consultative way.
Theoretically, Financial Specialists can provide most financial services in existence. In reality most Financial Specialists specialize in wealth accumulation strategies they feel most comfortable with.
A further defining quality of wealth management is that it is delivered in a consultative manner. By being consultative, Financial Specialists are truly client-centered. A good Financial Specialist meets a client without any presupposition about what financial products or services are appropriate for that individual.
While it is common for an individual to be sitting with a Financial Specialist to address a particular need (tax strategies, say), the consultative Financial Specialist’s overriding objective is to understand the person and find out what’s important and why. Then the Financial Specialist is able to bring in the appropriate experts and provide the appropriate financial services.