Wealth Management Formula
Ask ten people to define wealth management. Actually, ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of the Macukas Wealth Management Group, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
Our wealth management approach enables us to help you make informed decisions to proactively pursue all that is important to you.
Investment Consulting + Advanced planning + Relationship Management
= Wealth Management
WM = IM + AP + RM |
IM = Investment Management |
AP = WG + WT + RMS + CG |
RM = CRM + PNRM |
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WM + IM + AP (Advanced Planning) + RM (Relationship Management) |
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AP (Advanced Planning) = WG (Wealth Generation) + WT (Wealth Transfer) + RMS (Risk Mitigation Strategies) + CG (Charitable Giving) |
RM (Relationship Management) = CRM (Client Relationship Management) + PNRM (Professional Network Relationship Management) |
Investment consulting addresses a top concern of affluent clients – the goal of preserving wealth. It is the primary offering of many financial advisors.
Advanced planning is designed to address four primary financial concerns beyond investment consulting: wealth generation, wealth transfer, risk mitigation strategies, and charitable giving.
Relationship management consists of two parts: First, it means building and fostering client relationships over time through a consultative process. Second, it involves working with other professional advisors, inside and outside our network, to address advanced planning concerns.