How to make the most of working with WrapManager.
As our client, we believe in open frequent communication. Why? Because having a wealth management strategy is about the investments, you and what’s going on in your life.
Measuring, managing and adjusting your investments as life changes is absolutely critical which is why it’s crucial that we stay in touch throughout each year. Conversations let us know that you’re as committed to your plan as we are.
We’re here to play a fiduciary role in your life — to always do what’s in your best interests. To know what that best interest is, we need to hear from you.
We need to hear about any changes in your life that may impact your financial goals We make it easy to schedule reviews at your convenience and welcome your calls when matters change in your life.
Why? Because investments may have milestones, but life’s turning points are more random.
For instance: your daughter is planning to get married and you need to pay for the wedding reception; or, you want to fund your grandchildren’s education; or, you’re thinking of refining your portfolio.
Whatever the situation, tell us all about it. We’ll help you figure out what to do — or what not to do — with your investments and keep your wealth management strategy on track.
We’ll review your most recent target results and advise you of recommended changes, based on the advice of the WrapManager Investment Policy Committee (IPC).
The review will provide you three key opportunities that can help you:
Year end reviews are highly encouraged, we may cover one of these planning best practices:
As your wealth advisor, we strive to get to know you in the beginning. As we grow into being your trusted fiduciary, we continue to work just as hard to stay on top of your life as it changes
The fee is a percentage of assets placed under management. This includes money manager management fees, transaction costs, and WrapManager advisory services.
Our quarterly fee provides you with ease of administration, convenience, and predictability. It’s that simple.