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The SentinelWealth Management Formula
WM = IC + AP + RM
WM (Wealth Management) =
IC
(Investment Consulting)
+
AP
(Advanced Planning)
+
RM
(Relationship Management)
AP = WE + WT + WP + CG
AP (Advanced Planning) =
WE
(Wealth Enhancement: tax mitigation and cash-flow planning)
+
WT
(Wealth Transfer: transfering wealth effectively, may not be with in a family)
+
WP
(Wealth Protection: risk mitigation, legal structures and trasfering risk to insurance company)
+
CG
(Charitable Giving: maximizing charitable impact)
IC = INVESTMENT CONSULTING
Management of all investment elements to maximize the probability of clients acheiving all that is important to them.
- Porfolio performance analysis
- Risk Evaluation
- Asset Allocation
- Assesment of impact of costs
- Assesment of impact of taxes
- Investment policy statement
RM = CRM = PNRM
RM (Relationship Management)
=
CRM
(Client Relationship Management)
+
PNRM
(Professional Netowork Relationship Management)
The SentinelWealth Management Formula
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Looking for a personal relationship with an advisor that understands you?