Properly managing your wealth requires attention to detail, technical knowledge, and discipline. It requires detailed knowledge of investing, insurance, taxation, and other complex subjects. And perhaps most critically, it requires a prudent and comprehensive strategic plan to help you achieve all your financial goals.
Planning begins with a discovery meeting designed to share relevant information, clarify specific objectives, and outline the nature of the relationship. After identifying your goals and drawing up your personal balance sheet, your advisor will address problem areas and create a road map to help you achieve your objectives.
Your goals are the driving force behind the financial guidance offered by SWM. Your advisor will help select the products and strategies that are right for you. The advice you receive spans the broad range of financial issues that must be addressed, including:
- Retirement Planning (Video)
- Portfolio Construction (Video)
- Asset Accumulation and Distribution
- Social Security Planning and Pension Maximization
- College Planning
- Estate Planning and Trust Management*
Financial planning is not an event, it is a process. You need a financial advisor who is as passionate about your dreams as you are, someone who will take the time to get to know you as a person and not just as a number. Working together we will discover and define your personal goals, and then help you devise a plan to achieve those goals. At Scholar we recognize that problems don’t come with a pause button, so you can rely on your advisor to provide you with timely unbiased advice and straightforward answers.
Work with Scholar and see the difference a thoughtful caring advisor can make.