Wealth Management

Over the years, we have found that most people ask the same questions when it comes to personal finance:

- Do I have enough money today to live the life I truly desire?

- Can I be confident that I will be financially comfortable in the future?

- Will I have enough money to leave a lasting legacy for the people and causes that are closest to my heart?

At MoneyWise Financial Advisors, we’ll help you answer these questions. We’ll also provide unbiased recommendations that will give you the freedom and security to focus on the things in life you value most—without having to worry about the ups and downs of the financial markets.

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Our Wealth Management services include:

1. DISCOVERY: Understanding Your Financial and Life Goals

Our first priority is to listen to you and your family. We start by discussing where you’re at now and where you want to be in the future. We help you identify and prioritize your life goals—and then determine how much money you will need to fund them. With a deep understanding of your complete financial picture, we can work together to discover more ways to make the most of your money and your life.

2. ANALYSIS: Developing a Custom Financial Plan

Our value goes well beyond helping you choose and manage your investments. We look into every aspect of your financial life, including trusts, taxes, insurance, business valuations, and more. We apply decades of proven experience to help you create a comprehensive financial plan that serves as a roadmap to clearly chart where you want to go and how you will get there. This roadmap is customized to take into account the level of risk you need and are able to take as well as the uncertainties of the economy—and life.

3. IMPLEMENTATION: Putting Your Plan into Action

Once your plan is in place, we put it into action. We coordinate with your accountant, estate planner, and other advisors to design the most optimal solutions for your current situation and future needs. Our dedicated Investment Policy Committee, a full-time team of experts, continually evaluates findings from academic research and applies them to form its investment strategy recommendations. We use the committee’s findings as the basis for our investment strategies, so you can capture the returns provided by financial markets and ultimately build a more secure future for yourself and your family.

4. ONGOING SUPPORT: Managing Your Assets for the Long Term

Growing your assets is an integral part of financing the life you aspire to for yourself and your loved ones. We provide the expertise you need to implement, execute and monitor an investment plan that is tied directly to your financial plan. Our full-time team includes portfolio advisors, researchers, and financial specialists who continuously study, evaluate, and apply the latest peer-reviewed research. That way, we can ensure that the recommendations we make will result in the portfolio growth you deserve.

As your trusted advisor, we will help you make smart decisions—and provide the discipline you need to stay the course.