At its highest level, wealth management is simple. All it takes are these essentials:
- A personal focus on what's truly important to you – and what you can realistically do about it.
- A financial focus that integrates who you are with what you've got.
Rocktree Financial Advisors is your guide. For most of us, achieving this level of enlightened simplicity is much harder than it appears. With preparation, process and practice, we bring you the focus you need: Moving you past the complexities into a serene place where good decisions become easier. Where your goals and your realities unite.
In preparation, we explore and address these four elements in your financial sphere:
- Enhancing wealth – with sound investing based on your personal goals. Learn more about our investment consulting process and philosophy.
- Protecting wealth – against life's most likely uncertainties that could knock you significantly off-course. Your financial goals can span a lifetime, or even generations, so it's important to prepare for uncertainty and events that could derail your overall strategy. Our role as your advisor is to not only assist you in defining your long-term objectives, but to identify potential threats to your success, and help implement protection against them.
- Transferring wealth – preparing for a successful transition of your desired legacy. Part of that often depends upon good communication among family members. It also involves careful planning and employing sound legal strategies. Our practice has resources in place to assist in the process of ensuring that estate planning details are well-prepared and clearly defined.
- Donating wealth – defining and accounting for your charitable intents. There are many considerations and benefits when integrating philanthropic wishes into a wealth strategy. Charitable giving can play a significant role in your tax and wealth planning efforts. As part of our partnership, we carefully integrate it into your personal strategy.