Wealth Management Defined
If you ask ten investors or even ten “wealth managers” to define Wealth Management, you will likely receive ten very different answers. This is because Wealth Management encompasses so many different aspects of one’s financial life.
At Vespoke we define Wealth Management as:
Our role is far more comprehensive than just offering a client investment advice.We provide a holistic suite of services that encompasses all parts of one’s financial life.
Comprehensive Financial Planning
We begin with a clearly defined process.
Partner with us and allow us to be your guide as we navigate along the path of your financial journey.
We partner with you to develop the most appropriate financial strategy
given your situation.
- Time horizon
- Income tax concerns
- Legal & regulatory factors
“If you fail to plan, you are planning to fail!”
- Benjamin Franklin
We partner with you to develop the most appropriate plan to help in the pursuit
of the lifestyle you envision.
Education planning involves designing custom solutions that
specifically address your unique personal & financial circumstances.
We partner with you to develop the most appropriate plan in light of your
family’s available resources.
Risk Management & Insurance Analysis
Insurance provides leverage to address the “What if” scenarios in our lives.
We review your entire financial situation and work to make the most appropriate insurance recommendations as we strive to help secure your family’s future.
Trust & Estate Planning
“Why do I need an estate plan? I am not a “wealthy” individual.” Estate planning encompasses so much more than just the preservation of wealth. A properly developed estate plan can protect you, and your family, by giving you the peace of mind that the legacy you leave will transcend generations.