Wealth & Financial Management Services

Below is an overview of the three service packages that we offer. For assistance on determining which package is the best fit for you, please review the Are We Right for You page or contact Jim Waters at 713-964-4028 or jrw@partnersinwealth.com.

 

  Area of
 Expertise

  Wealth Management
   Services Provided

    How
   Often?

       Wealth
   Management

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

 

        Ongoing

         Tax
  Management

 

    • Applying tax reduction strategies to your unique situation

 

        Ongoing

   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

 

        Ongoing

  Philanthropic
     Planning

    • Recommendations for charitable giving options for your unique situation

 

        Ongoing

      Expense
  Minimization

    • Strategies to lower your expenses

        Ongoing

        Estate
      Planning

  • Suggest estate planning (including estate tax reduction) strategies specific to your unique situation
  • Review of estate documents and an analysis of how well they reflect your legacy goals

        Ongoing

 
     Every 3 Years

     Financial
     Planning

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

        Annually

        Goal
     Planning

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

         Annually

    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

     Sounding
       Board

    • Available to discuss any financial issues on your mind from business opportunities to personal and family concerns about money

       As Needed

 Administration

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

  • Provide investment buy/sell execution across all investment accounts

  • Assist with cash transfers

  • Provide you with detailed investment reports

  • Provide annual tax reports

  • Assist with the completion of financial forms

  • Document review and recommendations

        Ongoing


        Ongoing 
        

        
        Ongoing

        
       Quarterly  


       Annually

     
     
As Needed


     
As Needed

 Communication

 

  • Initiated by you: face-to-face meetings, phone calls, e-mails
  • Initiated by PARTNERSINWEALTH:
    • face-to-face meetings
    •  phone calls, e-mails

 

       No limitations

 
       
        Annually
        Quarterly

 

Some services may include consultation with other financial advisors or other professional contacts, which may warrant separate charges by them (e.g., CPAs and attorneys).  However, PARTERNSINWEALTH 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.

 

Read about how PARTNERSINWEALTH helps you manage your finances