A dedicated team, solely invested in your success.
Wealth Management clients for whom we manage more than $4 million are part of our augmented offering called Premier Wealth. In addition to investment management and financial planning, Premier Wealth clients receive a few additional services. We endeavor to work with your entire family. As such, our minimum fee is waived for adult children who wish to engage with a financial advisor, even if they have no assets to manage. We understand that wealth management spans all generations, and careful planning and communication is met to ensure your wealth transfer intentions are met. Therefore, we encourage Parsec-led family meetings when needed.
Of course, financial planning and investment management are at the heart of our service, and we will strive to go deeper into the areas of your financial plan where you need it most. To do this we will meet with you as often as you desire, whether in person or on the phone, and we will put specific focus and resources toward an income tax review and estate planning. In addition, we offer Premier Wealth clients tax planning and consultation through our tax services department at no additional charge (tax return preparation for an additional fee).
In addition to our Wealth Management service, as a Premier Wealth client you can expect the following:
Financial planning and investment management for immediate family at no minimum fee
Tax planning and consultation through our tax services department at no additional charge
Unlimited in person or on the phone meetings
In-depth income tax and estate planning review
Organization and safe-keeping of important documents in a secure vault