Wealth management is more than just investment advice, because it encompasses all parts of a person’s financial life. The idea is that rather than trying to make sense of advice from a series of professionals, high net worth individuals benefit from a holistic approach with a single wealth manager. They will coordinate all the services provided by our wealth management experts in Seneca that are needed to manage their money and plan for their own and/or their family’s current and future needs. The wealth manager starts by developing a plan that will maintain and increase the client’s wealth based on that individual’s financial situation, goals, and comfort level with risk. After the original  plan is developed, the manager meets regularly with clients to update goals, review, and rebalance the financial portfolio, and to determine whether additional services are needed. Preferably, they will follow clients throughout their life.

 

Wealth managers are often part of a wealth-management firm, with access to a team of in-house experts and services, but also may be individual practitioners who rely on their own network of independent experts. At Black Harbor Wealth Management, we take the time to understand all of your needs, preferences and goals. Our goal is to develop a strategy that will benefit you and your financial well-being. We are proud to offer a variety of financial services to fit your individual needs. Call us today and make an appointment for your complimentary consultation. We are here to help you secure the best financial future possible!