In the financial services world, we hear the term “wealth management” thrown around a great deal. But, what exactly does wealth management entail? To truly manage one’s wealth, it is imperative that ALL aspects of a financial life are being addressed.
At Guidelight Financial, we specialize in helping high-net-worth individuals develop and implement comprehensive, strategic financial plans. This includes the integration of ALL elements of one’s financial picture - on both the asset and liability side of the balance sheet. We follow a thorough process carefully designed to help clients reach their financial life goals:
- Data collection and establishment of comprehensive goals and objectives
- Plan construction
- Plan review and implementation
- Monitor progress towards goals
- Ongoing planning for changing needs
This comprehensive approach enables us to do more than simply provide investment advice. It allows us to take a snapshot of our clients overall financial picture, and develop customized strategies to help them reach their financial life goals.
Wealth management is not effective with a one-size-fits-all strategy. You need financial advisers who treat you and your portfolio as the individual you are. Advisers who take the time to create a customized, comprehensive financial plan. Felix Serrano and Steve Ortega at Guidelight Financial are those advisers.