Total Wealth Planning
Since 1989, Total
Wealth Planning has provided objective guidance to clients on their financial
concerns, and provided solutions to reach their lifetime goals using a
comprehensive wealth planning approach tailored to multi-generational families,
business owners and corporate executives.
We do this on an independent,
fee-only basis and embrace the fiduciary standard, legally binding us to put
client interests first. Our advisors listen
to clients’ needs, then craft personalized plans to meet client’s most
important lifetime goals. While many advisors limit their
relationship to investment advice, our experienced team of professionals add
value by coordinating planning services such as: retirement and college
plans, tax planning and projections, insurance analysis, and estate and
philanthropic guidance. Furthermore, we have ready access to
a supplementary group of specialized and vetted professionals that
include: accountants, attorneys, insurance agents, mortgage lenders, and
others.