That’s what wealth management and investment is all about. At Envision, our qualified wealth management advisors are trained to ask you all about your circumstances and your financial goals so we can help you choose the right plan for your situation and help you put that plan into action. Because you and your wealth management advisor will need to work together over a long period of time, you’ll want to find someone you know you can trust with your hard-earned money.
Your money is important to you, which is why strategies for preserving your wealth are the first things we look at when coming up with a wealth management plan. We look at everything from the best savings plan for your situation, to investment strategies that will help you reach your financial goals.
Because the amount you’ll have to pay in taxes is largely dependent on your income, taxes might be a concern once you start building your wealth. Our wealth management advisors can work with you to develop a financial strategy that will help you optimize your wealth, not only through savings and investing, but also by taking taxes into account when coming up with that strategy in order to minimize the amount you’ll end up having to pay Uncle Sam.
Effective Estate and Gift Transfer
Once your own financial future is secure, you’ll want to provide financial stability for the next generation. An Envision wealth management advisor will work with you to determine the best methods, not only for building and maintaining your wealth, but for passing it on to the next generation.
Investing is a great way to build your wealth, but it also comes with an element of risk. The investments with the greatest potential gain also tend to involve the highest level of risk, whereas more conservative investment strategies will grow your wealth at a slower, but more reliable pace. Our wealth management advisors will consider all the options and talk with you to determine your preferred level of risk, as well as options for managing the risk involved and which strategies work best for your lifestyle.
One of the best parts of achieving wealth is the ability to give back by donating to the charity (or charities) of your choice, but there’s a lot to consider. Because the amount you can donate is limited, you want to make sure it’ll go to a charity that will make the most of it. A wealth management advisor can help you choose the proper charities, while also making sure you get the proper tax deductions for your donations, so you can minimize your taxes while feeling good about where your money is going.