Financial planning lays the groundwork and looks at your bigger financial picture to identify a path that will allow you to achieve specific goals. It is your financial reference to know if you’re headed in the right direction and, if not, what adjustments you need. Whether you’re preparing to buy your first home, funding your child’s education, facing a significant transition, or positioning your business for generational success, financial planning presents appropriate options and unbiased guidance that help you reach your highest financial potential.
Wealth management develops and implements long-term strategies to build and preserve wealth. These strategies include investing, advanced tax planning, intergenerational wealth transfers, estate planning, and other methods most often tailored to high-net-worth clients.