Calvert Investment Counsel specializes in Wealth Management, Hunt Valley MD residents have come to know and trust.
You know that you should be actively managing your wealth, but you may not know what to do.
We have outlined the key information when choosing a wealth manager, so that you can make an informed, educated decision.
Much of the financial advice out there today, has become too confusing for many clients. You need to be able to understand both your investments and the advice that you are being given.
You want to have the confidence that you are moving in the right direction by being provided with clear and concise updates of how you are doing…and you want this information to be easily digestible.
Many wealth management firms are owned by large conglomerates that “incentivize” their advisors to push their own products, and are pressured to increase volume.
You want an unbiased, sophisticated, personalized portfolio to help you achieve your goals now and for the future.
A wealth management firm that takes the time to get to know you and your family and make sure that they are involved in the planning process…
…and a firm where you are known by your first name, and not by just an account number. One that you can call and speak to your advisor at any time.
A lot of people have a separate accountant, insurance planner, estate attorney, etc… but nothing is integrated.
Wealth Management Hunt Valley MD
At Calvert Investment Counsel, we help you integrate everything together so that it works to your highest benefit.
We deliver customized services that address your unique financial needs, and we will bring in a specialist when technical expertise in another field (such as accounting, estate planning, or trust services) is required.
As independent, fee-based advisors we focus solely on your best interest at all times.
- We receive no incentive for recommending certain financial products.
- We have no corporate based quotas or volume levels that we are required to meet.
- We focus on creating customized strategies that always put your success first.
This enables us to give you the best, unbiased advice personalized for your unique circumstances.
We help to guide you through the many facets of a total wealth management approach, to develop solutions in the areas of:
- Goals Identification
- Investment Management
- Financial & Retirement Planning
- Accounting & Tax Planning
- Insurance Planning
- Estate Planning
- Trust Services
It is our job to help you grow and preserve your financial assets.
Our approach is to educate you on the financial landscape, and develop strategies to address your current and future needs.
First we help you to organize your thought process by asking you the right questions, to discover what is most important to you. Then we focus on executing and implementing your personal plan to achieve those things, now and for the future.
We provide personalized attention, and are sensitive to your needs.
At Calvert Investment Counsel communication is forefront so that you have the confidence that your assets are working to achieve your financial goals.
We will help you make sure you are ready for today and prepare for tomorrow, by developing an integrated personal plan designed to ensure your financial stability, and protect you against any unforeseen circumstances that may arise.
Find out how independent, unbiased personalized advice, matched with extensive experience and unmatched service, can help you achieve your financial goals.
Calvert Investment Counsel is comprised of trusted Wealth Management Professionals located in Hunt Valley Md.
Contact us today for a no obligation financial strategy and discovery session here.