Financial Management Services


Summary of Services



Area of Expertise

Services Provided

How often?

Wealth Management

Continuous oversight of your comprehensive assets and liabilities with the goal of effective management to meet your goals. Proactive management to take advantage of all product and procedural opportunities to enhance your current and future financial situation


Financial Planning

In-depth analysis of your financial ability to meet objectives and goals; suggestions to improve your ability to meet those goals


Goal Planning

Survey of your goals and incorporation of these goals into your wealth plan


Tax Management

Applying tax reductions strategies to your unique situation


Investment Management

Assessment of your risk/reward profile, selection of quality investments, building a portfolio suited to your situation. Periodic evaluation of your investment mix, investment vehicles, and risk profile


Estate Planning

Review of estate documents and an analysis of how well they reflect your legacy goals

Every 3 years


Suggest estate planning (including estate tax reduction) strategies specific to your unique situation


Philanthropic Planning

Recommendations for charitable giving options for your unique situation


Insurance Management

Review the structure, amount, cost, and financial strength of carrier for your life, disability, medical, liability, property and casualty insurance

Every 3 years

Employee Benefits

Review and provide recommendations for your employee benefit options (e.g., deferred compensation elections, stock option exercise, pension benefits)

As Needed

Expense Minimization

Strategies to lower your expenses



Online secure storage of all important documents with 24/7 access



Provide you with detailed investment reports

Provide annual tax reports




Provide investment buy/sell execution across all  investment accounts



Assist with cash transfers



Assist with the completion of financial forms

As needed


Document review and recommendations

As needed


Initiated by you: face-to-face meetings, phone calls, emails

No limitations


Initiated by PartnersInWealth: face-to-face meetings

phone calls, emails

Annually Quarterly


Some services above may include consultation with other advisors or other professional contacts, which may warrant separate charges by them (e.g., CPAs and attorneys).  However, PartnersInWealth will consult you prior to any potential expense-generating actions are taken. We will make every effort to minimize all expenses to you.  Additionally, your confidentially is of utmost importance to us.