FULL-SERVICE PARTNERSHIP
One dedicated team to manage your investments, create a personalized budget, plan your legacy, and ensure you’re on track to retire comfortably.
What Do You Need for Your Future?
Your financial needs are as unique as your story—shaped by where you’re from, your career, your family, and your life goals. That’s why you deserve personalized financial advice tailored to your future.
Whether you’re a corporate executive, a schoolteacher, or a family planning a multi-generational legacy, Wealthman provides the tools, strategies, and expertise to help your money work for the life you want to live.
When We Say We Offer Full-Service Financial Solutions, We Mean It.
Financial Planning
At Wealthman, we believe financial planning is the foundation of success—a blueprint that guides you toward financial freedom. Our comprehensive plans address every aspect of your financial life, ensuring clarity and confidence in your path forward.
Objective Fiduciary Advice
At Wealthman, we provide fiduciary financial advice—objective guidance solely focused on what’s best for you. As fiduciaries, we’re legally obligated to put your interests first. Always.
Investment Management
At Wealthman, we prioritize low-cost ETFs to minimize management fees and focus on tax-efficient investments that help you keep more of your hard-earned gains. Our approach ensures your portfolio works smarter, so more of what you earn stays in your pocket.
Risk Management
All investing comes with risk. While big gains can mean big losses, we understand that behind every portfolio is a person with real feelings and real needs. At Wealthman, we take a compassionate approach, helping you find a risk level that aligns with your comfort while still supporting your long-term goals.
Professional Collaboration
At Wealthman, we don’t aim to replace the trusted CPA, attorney, or other professionals in your life. Instead, we work alongside them to ensure they deliver the best possible results for you. Life can be complex, and our collaborative approach ensures every aspect of your financial journey is aligned to serve you best.
Multi-Generational Planning
Passing wealth to the next generation is about more than finances—it’s about preserving your legacy and supporting your family’s future. At Wealthman, we provide a steady hand, objective advice, and tailored resources to help you create a plan that protects your wealth and ensures it serves your loved ones for decades to come.
Charitable Giving
At Wealthman, we understand that investing isn’t just about building wealth for yourself—it’s about creating opportunities to support the causes you care deeply about. Our approach to charitable giving is comprehensive and tax-focused, allowing you to give generously while safeguarding your long-term financial freedom.
Estate Planning
Planning for the future isn’t always easy, but it’s essential. From writing a will to securing power of attorney, these steps ensure your wishes are honored and your loved ones are cared for. At Wealthman, we simplify the process, making sure your estate is handled exactly as you intend—so your family receives what they deserve without unnecessary complications.
Retirement Income Planning
Saving for retirement is one challenge—living off those savings is another. At Wealthman, we help you navigate this transition with confidence. As you embark on your next life adventure after regular work, we’ll guide you in strategically using your investments to fund the lifestyle you’ve worked so hard to achieve.
OUR PROCESS:
Our clients don’t just seek a service—they seek a true partnership. And that’s exactly what we deliver.
Align
At Wealthman, we start by truly getting to know you and your financial situation. We dive into every aspect of your life—your wants, needs, values, health, career, and even your thoughts and behaviors around money. Understanding your concerns and priorities helps us create a financial strategy aligned with what matters most to you.
ASSESS
We take a deep dive into every detail of your financial life—income, spending, savings, accounts, assets, business benefits, and legal planning—leaving nothing overlooked.
Next, we assess your risk tolerance and work with you to clarify your short- and long-term goals, ensuring your personal and professional priorities are fully aligned with your financial strategy.
PROPOSE
We craft a personalized plan that considers every aspect of your financial life.
Our comprehensive proposal includes recommendations for investing, income, savings, tax planning, insurance, benefits, legal, and estate planning. We take the time to present it clearly, ensuring you fully understand how each component works together to achieve your goals.
Launch
We put your personalized financial plan into action, including managing your investments and implementing all recommendations.
Our team continuously monitors your progress, making adjustments as your circumstances evolve. By tracking milestones and refining strategies, we ensure you stay on course to meet your goals.
Tap Into Better Technology
If managing your finances means logging into multiple websites, your digital life is too complicated.
At Wealthman, we simplify your financial management by bringing all your accounts together in one convenient platform. Whether it’s checking your bank accounts, home loans, or investments, everything is in one place. Need to send your advisor a secure document? You can do that too—with ease and security.
It’s just one way Wealthman technology makes your financial life simpler and more streamlined.
Partners Selected for Their Experience, Expertise, and Ethics
At Wealthman, we carefully choose partners who embody the highest standards of experience, expertise, and ethical practices. This ensures you receive trusted guidance and solutions that align with your goals and values.
Meet Your Full-Service Financial Partner
Connect with a dedicated financial advisor who prioritizes your goals and needs. Take the first step today—make the call that could transform your financial future for the better.
WEALTH MAN