Wealth Management
A dedicated team, solely invested in your success.
At Parsec Financial, Wealth Management is the service of managing your family’s wealth. 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.
Our objective is to understand you and discover what is important and why. Only then can we provide true value. As a Wealth Management client, an evaluation of your current financial situation, your short and long term goals and your tolerance for risk are all taken into account to develop your customized financial plan. Since the only constant in life is change, we review and update your plan annually to monitor your progress and stay on the path toward achieving your goals.
At Parsec Financial, you can expect the following:
- Investment Policy Statement, and regular portfolio reviews
- Diverse investments depending on specific needs
- Tax strategies and planning
- Annual financial plan update with a credentialed advisor
