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.