Expertise

Premier Wealth Management

Wealth management clients for whom we manage more than $4 million are part of Parsec’s augmented offering called premier wealth. 10 percent of our clients are premier wealth clients, investing on average $6.7 million with us (as of June 10, 2020). On average, our premier wealth clients work with us for 14 years.

Your Values, Your Money, Our Trusted Guidance

In addition to investment management and financial planning, premier wealth clients enjoy exclusive 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.

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 complimentary tax planning and consultation through our tax services department.

In addition to our wealth management service, as a premier wealth client you can expect:

Unlimited in person or on the phone meetings.
In-depth income tax and estate planning.
Financial planning and investment management for immediate family at no minimum fee.
Complimentary tax planning and consultation with a Parsec CPA
Organization and safe-keeping of important documents in a secure vault.