Wealth Management

Whether you are in growth mode of accumulating wealth or sustaining the wealth you have earned, Parsec Financial is your family’s CFO and we report to you.

As of January 1, 2023, Wealth Management clients on average had $1.5 million in assets under management with us and have been clients for over 10 years.

A Dedicated Team, Solely Invested In Your Success

Parsec’s Wealth Management service includes both investment management and financial planning. Our process involves an in-depth analysis of your current financial circumstances, long-term goals and risk tolerance. We then develop a personalized financial plan that covers investments, retirement planning, education planning, taxes, estate planning issues and insurance. And since the only constant in life is change, we update your plan annually to monitor our progress toward achieving your goals.

This holistic approach allows us to help you with long-term planning. When can you retire? How much should you be saving? Or, are you in retirement and need to make sure that your assets will last your lifetime? The answers to these questions are crucial in giving you the confidence you need to invest wisely.

As a Parsec client you can expect the following:

Investment Policy Statement and regular portfolio reviews
Annual financial plan update with a credentialed advisor
Tax strategies and planning
Diverse investments depending on specific needs
Access to Parsec’s financial planning software and client portal
Ongoing client-exclusive thought leadership via emails, newsletters, webinars and events