The needs, demands, and strategies for managing wealth grow more complex as your net worth grows. Recognizing these complexities, PIB Financial has developed a dedicated Strategic Wealth Management team to service high net worth clients with more than $300,000 of investable assets.
1. Disciplined money management
- Enhanced investment product offering
- Personalized Investment Policy Statement with Financial Planner Service Agreement
- Fee-based portfolio pricing option available
- Discretionary money management available
2. Managing the transition from the accumulation phase to the retirement phase
- Investment objectives and risk tolerance can change as you approach your retirement date. We can help ensure your investments remain appropriate.
3. Creating a customized Retirement Income Roadmap™
- We will analyze your current investable assets, produce retirement income projections, and prepare a gap analysis to assess the likelihood of meeting your retirement lifestyle goals.
- Design tax effective, income earning portfolio
Strategic Watch™
Strategic Watch™ is the process we use to regularly monitor our list of recommended investment products for suitability based on risk/return, management style, objectives, and performance.We employ the use of an outside Chartered Financial Analyst (CFA) to ensure our recommended strategic portfolios are properly designed and balanced.We use third-party investment analysis tools, analyst reports, industry reports, and our own due diligence meetings with the investment managers to form our review and opinion.
Worldsource Financial Management Inc., Sponsoring Mutual Fund Dealer.
Additional products and services provided by PIB Financial.