Wealth Management

Clients with a lot of wealth to manage often hire our wealth management team with over 30 years of experience. Our team will provide a comprehensive list of services to ensure your wealth is managed properly.


Not everyone needs wealth management at the highest level, but understanding how to manage a great deal of wealth is vital to maintaining it. If you don’t have a lot of wealth to manage yet, it’s still a good idea to become well versed in the process of wealth management. When looking at hiring a wealth manager, you should have enough assets to make the endeavor worthwhile. 

Many firms require at least $2 million in assets invested with their firms to ensure a full team of wealth managers. Our firm only requires $200k in manageable assets to be considered. 

Wealth Management is a comprehensive mix of financial advice, tax planning, estate planning and oftentimes legal advice. 

What is Wealth Management?

Wealth Managers often reach out to more affluent clients. We believe that everyone should have access to wealth management regardless of investment size. We provide a lot of information and free courses on wealth management topics to help even the novice become educated. Once you build your assets up to $200k, we can assign a wealth management team to build a comprehensive plan to manage your assets.

Wealth Managers create an individually tailored strategy to help their clients manage their assets, minimize taxes and maximize retirement income either now or in the future.

Is a wealth manager worth it?

The value you get from a wealth management team is their access to financial products and the experience they bring to the table. We have over 30 years of wealth management experience and have created plans for thousands of families across the decades. We have seen first hand how our financial strategies have resulted in guaranteed income, growth of principal accounts and protection from loss through Insurance instruments. If you aren’t well versed in wealth management yourself, hiring a firm to manage your wealth can be the smartest step you take in preserving your financial health.

Wealth management vs. portfolio management

Wealth management offers more complete financial planning than portfolio management. It includes comprehensive guidance on your financial situation, including investment management, estate and tax planning, accounting, retirement planning and even legal guidance in some cases.

Portfolio management refers to a service or person who crafts an investment strategy on behalf of a client. Portfolio Management includes finding investments that minimize risk and maximize returns, however, it doesn’t often involve the other aspects of wealth management like tax planning and Insurance needs.



A wealth manager usually specializes in subjects that pertain to very affluent clients with complex financial situations. Instead of finding multiple specialized professionals to cover all the complex issues of managing lots of wealth, a “Wealth Manager” will usually have all these professionals working on their team on your behalf. This synergy of experience and expertise is much more powerful than working with individual experts on their own. When a team of wealth management professionals working together on your behalf is hired, the outcomes are generally much better. 

For instance, a wealthy client who has been married and divorced, owns multiple properties and has a wide range of financial investments and accounts to manage may need advice in legal matters, property taxes and investments. A wealth management team with lots of experts in each field could work together to ensure the proper planning and execution is reached on behalf of their client.


The main difference between a wealth manager and financial advisor is the certification requirements for each title. A “Financial Advisor” is a general term for lots of different types of professionals in the finance field. It has no regulation or certification requirement. A wealth manager refers to a specific type of advisor whose work focuses on topics that concern more affluent clients. A wealth manager usually requires a significantly higher investment minimum than a regular financial advisor. 

In addition, wealth managers often offer more services than just financial advice. These services can include estate planning, trust services, legacy planning, charitable giving and legal planning. They can also include concierge health care into their service portfolio. 


The way Wealth Managers get paid usually depends on the company they work for. At a large firm, wealth managers may get a salary and possible bonuses. If you are working with a firm like ours, you could expect to pay a fee generally around 1% of your portfolio. You should always ask your wealth manager what their fee is and how it’s structured.

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