It’s such a broadly used term and used by many planners and advisors all over the world. But what exactly is Wealth Management? The basic answer is that it’s a service that incorporates financial planning, investment management and a number of other financial services blended and coordinated together. But, what does Wealth Management mean with regards to an Independently Owned, Registered Investment Advisory Firm like ours? At Money Management Services, Inc., we do offer the basic definition of Wealth Management but offer many more services and we operate in a much more transparent way than most firms. We develop a comprehensive plan like we always have, yet we are constantly proactive and always re-evaluating strategies as our client’s lives change because the environment has changed. Today, clients are faced with an overwhelming amount of information and are sometimes in need of more than just investment and financial advice that produces a projected retirement and income stream to follow. Most all of our clients also now need comprehensive estate and wealth transfer planning, risk management solutions, along with a complex and collaborative tax strategy that watches and monitors the constant and endless political and tax laws changes.
Market & economic conditions have changed dramatically over the years, and formulating strategies to achieve your long-term financial goals is more difficult than it has ever been before.
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And because each and every client’s needs are so different, we have redesigned our business structure and how our services are offered in order to effectively evaluate and manage each of our client’s needs and goals. This new service structure has allowed us to form advisory teams that work in a combined and coordinated effort with you and with one another. The job of comprehensive financial planning and wealth management, no longer requires one advisor, it involves a team of advisors and staff. This business restructure provides our clients with the option of all the customized services we offer; yet still allows us to stay within a single source to manage all of your financial needs. And whether you need one of our services or all of our services together, we are ready to provide the highest level of service in our industry, because that’s just how we would want to be treated… like family… And when you walk through our firm’s doors, you become part of our family…