Wealth management is a holistic service that covers everything from investment strategy and retirement planning to estate planning, tax efficiency, and business succession. It's tailored for clients with complex financial needs and combines multiple advisory services into one cohesive plan

Fees typically depend on assets under management (AUM), though some clients may be offered flat or hourly pricing. The AUM model aligns the interests of clients and advisors, as both benefit from the portfolio’s growth .

If you experience significant life changes—like a large inheritance, business sale, retirement, or upcoming career transition—or if your finances are complex across tax, estate, and investment needs, it’s an ideal time to engage a wealth manager

Absolutely. Part of their role is ensuring your estate transitions smoothly to heirs and charitable causes in a tax-efficient way. They work alongside attorneys and CPAs to design wills, trusts, and business succession strategies .

Meeting frequency varies based on your preferences but most clients connect quarterly or semi-annually. Additionally, meetings—or calls—can be scheduled around life changes or shifting market conditions to keep your financial strategy aligned with your goals