Integrated Wealth Management Model

Today’s affluent families need more than just advice about individual securities (stocks and bonds) or commercial indices, like the S&P 500 index of U.S.large cap stocks. They need a process that puts them in control of their decision-making, understanding what matters for investing. Consultative wealth management integrates client planning, investments and tax management around a fiduciary wealth advisor acting as a the client’s personal CFO.