Wealth Management and Investment Services

As your investment goals evolve, your financial professional will work with you and make adjustments to your strategy as you travel through your financial journey. Although everyone’s path is unique, three major phases emerge through adulthood: Build a Foundation, Use Your Wealth, and Make it Last. Each stage requires thoughtful financial planning and strategic investment choices.

BUILD A FOUNDATION

The growth phase of your life, with increases in income, household participants, and larger, more permanent purchases in life.

USE YOUR WEALTH

The spending phase of your life, with increased demands on your time, more complexities in your life, and greater need for resources.

MAKE IT LAST

The sustaining phase of your life, focused on ensuring your money lasts longer and works smarter to provide you with confidence throughout your retirement.

OUR COMPREHENSIVE SERVICES

Investment recommendations and asset management are just two facets of the comprehensive wealth management services we offer. Other services include:

Quarterly Performance Reporting
Estate Planning
Cash Flow Analysis
Ongoing Investment Reviews
Retirement Planning

Withdrawal Strategies
Tax Optimization Strategies
Professional Referrals
Education Planning
Insurance Options

Our full suite of services can be tailored to your individual financial needs to help you achieve your goals.

Customized Investment Solutions

Envestnet | PMC’s Private Wealth Consulting offers customized investment solutions and white-glove service for individual and institutional investors with more than $1 million of investable assets. Our process provides you with direct access to a dedicated team of investment specialists and portfolio managers, as well as other services, for a comprehensive, interconnected experience that helps address your unique financial needs.

Exclusively for high-net-worth investors

Featuring customized portfolio recommendations, including tax and impact overlay options

Leveraging asset allocation and manager research from Envestnet | PMC

The Private Wealth Consulting process includes three key steps to help ensure your portfolio is built for your specific investment goals, using strategies from across the investment management industry. These steps include: Consulting, Solutions, and Support – and your team will guide you to help ensure an efficient and highly personalized experience.

Private Wealth Consulting

Consulting

Solutions

Support

Customized Investment Solutions

Envestnet | PMC’s Private Wealth Consulting offers customized investment solutions and white-glove service for individual and institutional investors with more than $1 million of investable assets. Our process provides you with direct access to a dedicated team of investment specialists and portfolio managers, as well as other services, for a comprehensive, interconnected experience that helps address your unique financial needs.