What We Do Wealth Management

A Coordinated Approach

Some clients find that a financial plan focused upon investment management fulfills their needs for organizing their financial lifestyle. However, many clients will find it even more satisfying and productive to think about their financial lifestyle in terms of wealth management. If you are ready to take that next step, RightPath™ Investments & Financial Planning can help.

Wealth management helps you to prepare for and intelligently navigate major life changes—and to help maintain your lifestyle through those changes—including a wide range of events:

• change in marital status;
• job change;
• major move;
• disability;
• the death of a loved one; or
• financial windfall.

Managing these types of path-altering changes includes a broad set of tasks that can support most clients' positions for reaching their future goals and maintaining a high comfort level with their current situations:

• estate and legacy planning;
• income tax planning and preparation;
• insurance, including life insurance and long-term care;
• corporate executive services (stock options, restricted stock and concentrated positions);
• private banking;
• charitable giving; and
• wealth counseling.

Coordinating these types of tasks with your investment management and financial planning truly gives you the clearest picture of your financial lifestyle and needs. And, the idea of it being a coordinated effort is critical to how RightPath™ delivers these services to you.

We do provide some of these services directly; however, we want you to receive the benefit of specialized expertise. To provide that expertise where needed, we facilitate the integration of services provided by the best outside resources into a seamless package customized to your needs. By assuming general oversight of these services—through activities like meetings, document review and client advocacy—we ensure that the philosophy, approach and quality of all services is consistent, well-coordinated and focused on fulfilling your needs.

In our roll as relationship manager, we can cost-effectively give you the best combination of services from the most qualified providers available, all through a single contact point—RightPath™ Investments & Financial Planning.