Provides Private Wealth Management clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future generations. Provides the following comprehensive planning services to High New Worth client's: asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and business succession planning. Uses sophisticated planning software and other resources. Develops and collaborates with each client a specific plan tailored with suggested solutions designed to meet the client's goals and objectives. Develops and presents seminars on planning topics for clients, potential clients, and professionals. Facilitates planning with the client's other professional advisors. Identifies new clients and referral sources.
Investments / Insurance
1st - Daytime