Why is Comprehensive Wealth Management Important for You?
Your financial wellbeing is an integral part of your overall wellbeing, and it involves much more than simple money management. Our holistic approach is designed to help encompass all the core pillars of financial planning: investment management, retirement planning, tax planning, and estate planning. Working together with you, we help you identify any gaps in your overall financial health and strive to provide greater efficiency and effectiveness with your overall planning.
360 Holistic View
Specialized for University Employees
Like the medical profession, you’ll also find many specialists in the financial services industry. With our team approach, your advisor’s role is like that of a primary care physician, taking a holistic view of your situation and working with you to improve and maintain your overall financial health. If you have a specific need that requires a specialist, your advisor consults with our team of dedicated, in-house professionals. Our specialists can provide additional counsel on investment management, tax planning, estate planning and wealth transfer, and trust services.
Because our team focuses only on university employees, we understand the nuances of your benefits plan, as well as the unique life and career paths of higher-education professionals like you. We have extensive experience with the university retirement plan vendors, such as TIAA, Fidelity, Vanguard, Voya, and other custodians.But because we are independent, we go beyond financial product sales to offer recommendations in your best interests. Our fees come from you, not from third-party commissions. And, as a Registered Investment Adviser, we are a fiduciary, always placing our clients first. That’s Wise Counsel on your side.