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Private Wealth Management

Comprehensive financial services to fit you.


SETTING GOALS THEN EXECUTING THE RIGHT PLAN

Planning is critical in setting and then realizing goals for you and your family. Having a detailed and thorough plan in place now will involve you in the execution along the way and also make potentially challenging future events easier to navigate for loved ones. We will work closely with your estate attorney to confirm that your plans, goals, and wishes are properly documented then implemented.

MEETING RETIREMENT GOALS

Retirement should be an amazing event you look forward to. Having the foresight to plan with you, we enable you take control of your retirement journey now. During the financial planning process, we can discuss how you envision your retired life and chart a strategy path to get you there.

SAVING FOR EDUCATION

Start saving now as the costs of college education are constantly on the rise! The key to preparing for your child’s future is saving. We will help you navigate the opportunities, choose the right one for you and help you select the proper investment vehicles.

ASSESSING PROPER INSURANCE COVERAGE

Being prepared for the unknown shouldn’t be a burden. We’ll review your current insurance plan to determine if your coverage is sufficient to enabling your established financial goals.

Let’s Talk

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Don’t take more risk than is needed

Creating your Paces Ferry Wealth plan and personalized investment strategy overseen by professionals enables you to make more informed decisions with increased confidence.

Your wealth plan is a calculated, comprehensive approach to managing risk, assets and your overall wealth so that we can best meet your individual goals. The plan will likely include cash management advice, taxation strategies, an estate structure, savings and investment strategy, all designed specifically for you.

EVERYONE HAS A RISK SCORE
WHAT’S YOURS?

We’ll Help You Stay the Course.

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Providing precisely what is needed.

We start with your goals and work backwards to determine the appropriate amount of risk necessary to help you reach those goals. 

Risk can be an important tool when it’s properly aligned with your plan. Creating a Paces Ferry wealth plan and personalized investment strategy, overseen by our professional team, enables you to make better, more informed decisions with increased confidence.

Your wealth plan is a calculated, comprehensive approach to managing risk, assets and your overall wealth so that we can best meet your individual goals. The plan will likely include a combination of cash management advice, taxation strategies, estate structure, savings and investment strategy — all designed specifically for you.

Independence is the only way.

Being independent creates an elevated client experience. Through independence, we can continue to enhance the wealth management practices we have adopted throughout the years with the goal of meeting client needs. It also means we pair these practices with impartial investment research, best-in-class technology and a team of third party resources specifically selected to provide exceptional service for our current and future clients.

Learn More About Private Wealth Management
with These Articles:

WRITTEN BY JEFF DIAMOND, AIF®

8 Ways to Build Wealth Over Time

You Need Vision, Discipline, and Patience to Achieve Your Financial Goals. Everywhere you look you can find get-rich-quick schemes that promise a shortcut to building wealth for anyone who believes them. Yet, more often than not, these schemes carry significant risk, and most investors who take them on end up losing money rather than making what they were promised…

WRITTEN BY ZACHARY MORRIS, CFP®

Understanding the Pros & Cons of High-Risk Investments

There is no one right way to invest. Smart investing takes into consideration the individual and their personal preferences, and these preferences include things like risk tolerance and overall comfort as an investor…

WRITTEN BY JEFF DIAMOND, AIF®

Advanced Estate Planning Tools for High-Net-Worth Individuals

Estate planning is a critical aspect of financial management for anyone who is looking to further protect their wealth and ensure their wishes are honored after death. However, the planning process becomes even more intricate for high-net-worth individuals with significant assets to plan for…

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