Retirement Planning Specialists

Wealth Management is a Lifelong Process The term wealth management is often misconstrued. Younger people and those without sizeable assets often feel that the concept of managing wealth doesnt apply to them. In reality, wealth management is a lifelong process that applies to almost anyone with a paycheck and a plan to live comfortably in retirement. With over 50 years of combined experience in this profession, weve come to see wealth management as a process that can be divided into four main categories. The Four Pillars of Wealth depicted in our firms logo: accumulating, preserving, enjoying and transferring. These pillars are each essential, although they can vary in importance depending upon your stage in life. No matter what the situation, the management of wealth cannot be complete without considering all four. Accumulating Wealth First of course, wealth must be accumulated. This is easier said than done. Accumulating wealth means making consistently smart financial decisions...