Wealth Advisory is a comprehensive wealth management solution designed for financial advisors serving high-net-worth clients with over $1 million in investable assets. It provides tailored investment portfolios, multi-layered tax management, and dedicated support to help advisors attract, retain, and grow their high-net-worth client base.

Key Features

Personalized Investment Solutions Customized portfolios designed for high-net-worth investors

• Tailored investment experiences based on client needs, goals, and preferences
• Dynamic asset allocation and multi-asset class approach

Multi-Layered Tax Management Comprehensive tax solutions for unique client circumstances

• Ongoing proactive tax oversight
• Personalization through direct indexing
• Tax-effective transitions

Dedicated Support Team Partnership with experienced investment professionals

• CFA and CFP designated portfolio managers
• Dedicated client portfolio managers
• Pre- and post-engagement support

Benefits

Business Growth Attract and retain high-net-worth clients

• Differentiated offering with comprehensive wealth solutions
• Access to institutional investment strategies
• Increased efficiency in business operations

Enhanced Client Service Provide exceptional wealth experiences

• Full suite of wealth planning services
• Concierge wealth partner services
• Robust performance reporting and risk management