Wealth management is an investment advisory service that combines other financial services to address the needs of clients in varying circumstances. It is a consultative process whereby the advisor gleans information about the client’s wants and tailors a bespoke strategy utilizing appropriate financial products and services.
Advisory Access can help you find an answer. Whatever your stage of life, we can guide you through the challenges you face. Your goals may be different as you get older, but our objective is the same, to ensure you achieve them. Here are some examples of the sort of questions our wealth advisors can help you answer:
It’s not easy to think about how you would secure your family’s future if you were no longer here. But successful wealth planning prepares for every possibility.
Am I ready for life after work?
After a lifetime of hard work, maybe it’s time to take a step back and reap the rewards. Whatever you want to do next, we can help you manage the transition.
Why would I retire? Have I planned properly?
You’ve worked hard for your wealth, so it’s natural to want to make the most of it. Whatever your plans for your money, we’ll create a strategy to help you achieve them.
How can I make the world a better place?
You want to make a positive impact on the world and invest ethically.
How can I grow my wealth?
It’s a great feeling when both your family and business wealth are growing. We’ll discuss your goals and situation and help ensure it continues.
Ideal Investments We identify ideal investments based on four key attributes. We want to invest in companies with the following:
Non-Ideal Investments Conversely, we avoid companies that are difficult to understand, have highly leveraged balance sheets, are acquisition driven, or whose market share is declining.