Investment & Wealth Management

Wealth management is more than just investments or products. It’s about all of the different facets of your recognition and financial circumstances that each client’s situation and goals are different.

We incorporate investment advice, fund selection, tax planning, asset allocation, retirement and estate planning, and insurance to meet your short and long-term goals.Investment and Wealth management is a high-level professional service that combines investment and financial advice, retirement planning, accounting and tax services, and legal or estate planning for one set fee. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from the client’s own accountants, attorney, and insurance agent. Some investment and wealth managers also provide banking services or advice on philanthropic activities.

 The investment and wealth effect is a theory suggesting that when the value of equity portfolios are on the rise because of the accelerating stock prices, investments and individuals feel more confident and comfortable about their wealth, which will cause them to spend more.

 Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, financial planners, custodial banks, retail banks, and others.