Wealth Management

Wealth management is a high-level and more comprehensive form of financial services dealing with investment advisory needs, especially for affluent clients. It encompasses every part of your finances, taking a holistic approach from accounting, estate planning, investment advice, retirement, taxes, charitable giving, and more.

Navigating these services requires working with a qualified and experienced wealth management consultant. Our experts will help you with an advanced form of investment services to guide you on creating a client-specific strategy to manage your wealth. Everest Financial, Inc. also focuses on helping you update, rebalance, and review your investment portfolio to protect it and determine if you need other related services.

At Everest Financial Inc., our wealth management consultants will help you take control and guide you to understanding where your money can go and how to manage your investment portfolios. While our advisors focus on building a long-term and trusted relationship working with you, they also give you a wide-angle approach to your financial picture, helping you pursue and meet your wealth management goals.

There are many factors that should be considered while developing a comprehensive financial plan. It is beneficial to work with an experienced wealth management firm that can advise you on available investment options, tax-efficient strategies, relevant laws and potential penalties, and other considerations that you may be unaware of. Working with our firm to manage your wealth may benefit you in the following ways:

• Our financial advisors offer client-specific strategies that effectively combine important financial and investment products necessary to help you achieve your goals and needs.
  
• Because we typically work with affluent clients, the services offered are more advanced than your typical financial planner.
• We develop comprehensive wealth management plans that address every aspect of managing your assets such as estate planning, accounting, tax services, retirement plans, and other investment advisory instruments to guide you on managing your wealth efficiently.

We want to get to know your financial needs and goals. We care deeply about developing a long-lasting relationship with our clients and helping them to understand every step of our wealth management process. You are our top priority! 

Should I consult a financial advisor for wealth management?
When you are overwhelmed, confused, or want to remove the guesswork from your financial management, especially in the high-net-worth category, a wealth manager is worth it. Our financial advisors will assist you with all of your financial planning needs providing technical knowledge and expertise.

What is wealth management, and do you need it?
Wealth management involves a holistic approach to help protect and grow your wealth. It uses a client-specific strategy based on the information you provide to our experienced financial advisors. It is highly recommended for affluent or high-net-worth individuals.

Why is wealth management important?
Wealth management helps you understand what you want from your future and how your current financial channels can help you achieve it. The services of a wealth manager will assist you in calculating and strategically establishing and understanding how to fulfill your goals and sustain a steady income even when you stop working or retire.

Our experts at Everest Financial, Inc. understand that wealth management may be overwhelming, especially if you do it alone. It's recommended to seek the services of a qualified and licensed wealth management consultant to help you. Contact us today to learn more about these services.