Wealth Management

Wealth Management is about understanding the big picture and paying attention to all of the details at the same time. The goal is to effectively manage every aspect of your financial life to ensure that all of the pieces are aligned to help you meet your unique long-term objectives.

One office (rather than one person) provides you with a broad range of on-going coordinated services including:

• comprehensive financial planning
• cash management planning
• investment management
• insurance and risk management
• tax preparation and planning (Through Condon & Lapsley, LLC.)
• estate and wealth transfer strategies with coordinated outside legal resources.

Our professional team will focus on your specific goals, needs and priorities to determine the appropriate strategy for managing, preserving and growing your wealth.

So when is it time for wealth management? Every successful personal or family reaches a point of delegation.  If you have too many financial concerns, issues or priorities to address by yourself, then it is certainly time for this kind of financial care. And even if your financial life is less complex, significant and/or growing wealth calls for a vigilant, ongoing planned and managed approach.

Let us help you live more confidently, enjoy more of your life, and further your family legacy.