WEALTH TRANSITION COLLECTIVE

In addition to financial planning, we also offer investment management and wealth management consulting services. Our investment management services are designed to support your personal needs and goals as outlined in your financial plan. We take into account factors such as your investment objectives, risk tolerance, investment selections, contributions and distributions, and ongoing monitoring... Wealth management consulting is a great fit for those who prefer to maintain control of their own portfolios but occasionally would like professional advice on investment selection or risk exposure, or assistance with financial projects outside of asset management. Our consulting services can assist with the challenges that arise from the accumulation, transfer, and distribution of assets, including financial planning, budgeting, and cash flow analysis, income tax analysis, education planning, retirement planning, portfolio analysis, estate planning investment analysis, and business..

Also known as: Wealth

Primary location: Holyoke United States