We always begin every client relationship with an engaging conversation about what wealth means to you, or in other words, what you would like to accomplish with it. This, of course, leads to your goals, and our goal at WealthEngage is to help you clarify and prioritize them so that we can then make a realistic assessment of their achievability.
We’ll talk to you about behavioral finance. Emotion often influences one’s investment decisions, which can lead to detrimental results. The field of behavioral finance attempts to gain insight into the causes of such wealth-erosive behaviors in order to potentially stave off their occurrence.
As your trusted financial partner, we’ll quarterback the entire process, from wealth fulfillment to investment management to risk management – so you can enjoy all the privileges that wealth affords.