Financial Planning for Individuals & Families
Supporting Your Financial Growth and Legacy with Wealth Management
At Advocate Wealth Management, we are dedicated to helping you achieve your financial goals, whether you're focused on growing your wealth or planning your legacy. As your life progresses, your financial needs naturally become more complex.
To navigate these changes, you need an advisor with the flexibility and expertise to guide you. Our in-house team of specialists in estate planning, taxation, and accounting works collaboratively to analyze your unique situation. Their combined insights lead to a comprehensive action plan, tailored for your final review and execution
Empowering Your Financial Planning Journey
Through a collaborative approach, we strive to ensure that our client's financial resources are channeled toward what truly matters to them, in line with their values and priorities. With our values-based planning approach, we help clients create a financial plan that accurately reflects their goals, aspirations, and principles while demonstrating that their investments have the potential to do much more than just earn profits and align with their risk tolerance.
Our Comprehensive Wealth Planning Services
Managing your finances is no easy feat, given life's intricate nature. It's not just about calculating your income and expenses; it's also about optimizing every aspect of your financial journey. At our firm, we assist our clients in navigating life's complexities through a range of services, including:
Investment Management
Business Consulting
Financial Planning
Estate Planning Issues
Insurance Planning
Tax Planning
Philanthropy
Navigating Complex Family Systems
Advocate Wealth Management serves as your trusted financial expert, ready to provide guidance and insights on any prospectus or contract you may have. As a boutique wealth management firm, we offer a unique advantage in our ability to assess what is working and what is not, helping to optimize your financial life.
Client Service and You
Our client service team, known for its impeccable dedication, stands ready to assist you at every stage of your financial journey. We pride ourselves on providing a level of service that is not only responsive and attentive but anticipatory of your needs.
As your trusted partners, we ensure that you are never alone in navigating the complexities of financial planning. Our team is equipped with the latest updates and insights, ensuring that every piece of advice we offer is not only timely but also tailored to your evolving circumstances.
Our service transcends the transactional; it is a relationship built on trust, respect, and a shared vision of success.
Take our Client Questionnaire below so our Client Services Team can get to know your personal preferences better.