Wealth Management in Denver
Wealth management should be a priority for high-net worth individuals who hope to sustain and grow their wealth in the long term.
Wealth management is customized to each individual’s unique portfolio and long-term goals with a range of services that are personalized to each client’s specific needs. These services are apt to include estate planning, tax planning, investment management, retirement planning and retail banking services.
While financial planning is important for everyone, it is essential for high-net worth individuals and families who may need a more multifaceted investment strategy and additional financial services. Wealth managers are versed in the various needs of high-net worth individuals, including stock-option planning, business succession and high-net worth specific tax planning.
Our wealth management team provides guidance on all aspects of a high-net worth individual’s financial livelihood. Wealth managers are not only financial advisors, they also take on estate planning, tax planning and retirement planning while coordinating with other experienced professionals including CPA’s and attorneys. By taking into consideration all aspects of a high-net worth client’s financial life we are able to tailor your investment strategy to meet other needs, including retirement planning and estate planning, providing a well-rounded approach that aims to safeguard and grow a client’s wealth for one’s lifetime and beyond.
To find out more about Townsend Retirement’s wealth management services, call us today at 303.452.5986.