True Wealth Management =
IC
+
RM
+
AP
The Formula
True Wealth Management = Investment Consulting (IC) + Relationship Management (RM) + Advanced Planning (AP)
The best financial relationships occur when your Wealth Advisor is interested not just in investing your money, but in investing in your life. Listening to you, getting to know you, and helping you accomplish your dreams so you can enjoy life. That’s what true wealth management is all about.
At HMV Wealth Advisors, we know that managing your wealth isn’t simply about investing assets. It’s about you and what you want your wealth to do for you and those you care about. That’s why our wealth management services focus on you: discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time.
Investment Consulting (IC)
A critical component of your experience with our firm is the formation of a robust investment plan to guide us as we build your portfolio.
Assessing your goals and circumstances
Risk assessment
Understanding the investment strategy
Building your portfolio
Ongoing maintenance
Relationship Management (RM)
Relationship management has two parts:
FIRST, it means building and fostering client relationships over time. We are professionals held to a fiduciary standard who exist to serve - not to sell.
SECOND, it involves managing other professional advisors – both the ones in our network and our clients’ other advisors – to address advanced planning concerns.
Advanced Planning (AP)
Advanced planning addresses the five primary financial concerns beyond investment consulting:
Wealth enhancement
Proactive tax management
Wealth transfer
Wealth protection
Charitable giving
An investment strategy right for Our Clients.
