Wealth Management & Coordination
Invessent wealth management services focus ONLY on a client-centered approach, therefore creating a unique and customized plan for each relationship under management. This cannot be done properly without the right collaboration and coordination with the other professionals in our client’s lives. We have engaged with numerous CPAs, Attorneys, and Insurance professionals over the years to ensure proper planning implementation.
Investment Advisory Solutions
Our open architecture, independent, cost sensitive, and multi-custodian platform, makes for the perfect collaboration between advice and guidance with customized portfolio building. Each client's Invessent investment advisory solution is constructed by way of a thorough risk assessment, clear understanding of objectives, and a disciplined approach for implementation. In short, we strive to reduce the complexity that can come with investing, while offering our clients a greater peace of mind.
Financial Planning and Analysis
To plan for the seen and help circumvent the unforeseen, we must first establish a financial baseline. Once we have that, we then help our clients through a series of questions, meaningful dialogue, and courageous conversations, to identify goals and timelines. At Invessent, we understand that life can be full of surprises, but we whole heartedly believe we need to have a financial roadmap or plan, with realistic expectations and some flexibility for the “what ifs” in life.
Who We Serve Families over Finances.
The Invessent wealth management style is from a 360-degree perspective, keeping focus on the client, and always meeting them where they are at in life. Too often advisors specialize in working with a particular profession but miss the mark on understanding the unique circumstances each individual/family brings. In our book, one size does not fit all!
- Ask the difficult questions
- Plan for the unexpected
- Challenge the rationale
- Have courageous conversations
Family dynamics are essential to planning for the future and protecting what matters most.
Our client’s personal finances is crucial to helping realize dreams. A crucial conversation on money, spending habits and future goals is essential.
Client’s concerns regarding their health and the health of those for whom they are responsible for should be a part of each plan.
Money is a tool and a means to an end, but only when properly wielded can one enjoy the finer things in life much longer.
The value of work in each client’s life is a prerequisite to helping each client realize their own definition of financial freedom.
The client’s legacy and what’s important should be a big part of the conversation around wealth management.