When you partner with a wealth manager, your questions on finance will be encouraged and answered.
Working with a wealth manager on wealth management allows an individual to get help from a professional educated in solving financial and investment problems, developing a retirement plan, and enhancing overall financial performance of the individual.
It’s a comprehensive approach to wealth management that is about accountability, transparency, and the complete financial life of every client.
Clients hire a private wealth manager not only to manage investment portfolios and execute investments on their behalf – but to also work with the client’s own tax professional, legal team, insurance agent, and any other professional.
This allows them to coordinate all of their financial information into a plan that encompasses all aspects of their finances together.
Wealth Management Made Easy
Wealth management is a service provided by a qualified wealth manager to help a client manage and enhance his or her financial situation. Your wealth manager spends a great deal of time with a client in order to advise them on every part of their financial situation.
Clients get help understanding where their money is invested and how their investments are performing. Your professional wealth manager also gets insights on specific situations to help you reach your financial goals.
A wealth manager can incorporate all of the information gained from the client and work with the client’s other professionals in various fields, such as accounting and tax, insurance, legal, and estate planning.
Wealth Management Process
A wealth manager meets with a client to inquire about his or her goals and help evaluate them. Then the wealth manager analyzes their financial profile and ability to take risks, meets with any of the client’s other professionals, and then develops a comprehensive wealth management plan.
To execute the plan, your wealth manager provides a range of solutions including equities, cash, fixed income, and other types of investments. Through this process, a wealth manager offers personal counsel and service.
After the client agrees on the financial plan, he/she meets with the wealth manager on a regular basis in order to make updates, review long-term goals, discuss current situation, and make new decisions regarding financial portfolio.
Here’s What To Do Now
Here at Calvert Investment Counsel, we remain committed to your interests and goals, day in and day out. We will work cohesively with your team of professionals to incorporate all aspects of your financial life into one strategic plan.
Give us a call today at 410-435-3270 or simply click on the button in the top right of this page to request your strategy session.