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Wealth Management

Typically, those who have achieved a certain level of wealth also have diverse needs and wants. The bottom line is, you want someone to listen to you, to understand you and have the resources to help you address those needs.  Our goal is to grow and preserve your wealth over time by focusing on these areas:

  • Financial Planning
  • Retirement Planning
  • Risk Management
  • Investment Advice
  • Tax Strategies
  • Estate Planning

Our comprehensive approach is to help you determine and monitor your net worth, monitor your progress to your goals on an ongoing basis. We use sophisticated technology to offer you a consolidated view of your financial portfolio in a secure location for viewing at any time. The goal of wealth management is to grow and preserve wealth over the long term. We help clients select strategic investments for their portfolios within appropriate asset allocations while keeping an eye out for the overall financial life through planning and relationship management.

The Path to Financial Freedom

FINANCIAL PLANNING

You’ve worked hard for your money, provided for your family and want to plan for the future. But how do you go about it?  First you need to really understand your current financial situation and put in place steps for building on what you have achieved. The fact that you are reading this indicates you care about your finances and want to take care of your assets.

It is difficult to set aside emotion, so having someone you can rely on to review your finances objectively is the first step. We offer comprehensive financial planning advice that include Cash Flow, Retirement, Business Planning, Estate Planning, Risk Management, Tax Planning and College Planning. We help you:

  1. set personal priorities and goals (financial planning)
  2. create and stick to a budget (discipline)
  3. establish an emergency fund (security)
  4. save for retirement (investing)
  5. pay off any debt (due diligence)
  6. schedule regular progress reports (accountability)

A tailored plan goes beyond simply choosing investment products.  It entails a deep knowledge and appreciation of your objectives, needs, long-term goals, time horizon, risk tolerance and – most importantly – your personal values. With a sound financial plan in place and a ‘can-do’ attitude our clients can improve their financial situation and generate more wealth for themselves. Pelerin Wealth Management works alongside you striving to make that happen.

Our clients can expect to go through our “GLOW” process -- a discovery exercise to help uncover their life’s goals. We learn about your story, values, vision and legacy so we can help you establish your priorities and goals. Once we understand who you are and what you want in life, we can formulate a financial plan and stay with you to pursue financial independence. 

Contact Us to Discuss Your Financial Concerns

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