Wealth Management Services
Harbor Lights Financial Group offers comprehensive Wealth Management Advisory services with a commitment to providing custom strategies for our client’s life challenges. Since we have no obligation to sell any specific financial product, you can trust that we will only recommend those investments best suited to our client.
What is Wealth Management?
It’s necessary to define Wealth Management, which encompasses an advanced strategy for addressing an affluent person’s or an affluent family’s financial picture. Generally, this practice includes offering personalized professional investment guidance to that individual or family for a fee. It is a consultative process that can require a combination of professional disciplines, including tax, law, estate, philanthropy, business assets or ownership, and ongoing planning
The practice can support all parts of a person’s financial life. A client may benefit from a consolidated approach instead of integrating different advice from various professionals with multiple financial products. For example, an advisor might pursue a detailed cash flow analysis to define potential scenarios or future projections. In some cases, the advisor may need to coordinate particular expertise, such as from an attorney or an accountant.
A Harbor Lights Financial Group Advisor would coordinate the necessary products & services needed to effectively manage a client’s unique assets with both a current and future strategic plan.
Why Harbor Lights Financial Group For Wealth Advisory Services?
Harbor Lights Financial Group is a company committed to superior standards. These standards include always doing the right thing, asking the right questions, and being accountable to our clients. Our standards also include that any choices made are never solely management driven. Instead, we intend to help our clients make the most objective choices based on in-depth professional knowledge, guidance & support.
We are also a team of advisors and CERTIFIED FINANCIAL PLANNERS™ (see below)— professionals who help people like you with customized strategies designed to enhance and/or preserve your assets for retirement. We work to realize your financial goals, empowering you to enjoy the freedom that brings.
Trust services are available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
If you have any questions, Please Contact Us Today!