At The Cullen Wealth Management Group

Wealth Management Approach

With the wealth management approach, our team helps you:

  • Clarify your individual needs
  • Establish specific goals
  • Bring together all the solutions you need
    to effectively manage your wealth

 

To learn more about the process click here

 

Wealth Management Services

In addition to investment advice and money management, we can assist with a wide range of wealth management needs, including:

  • Financial planning to clarify your financial situation and goals
  • Will and estate consultation to help you maximize your legacy
  • Insurance consultation to identify opportunities to help protect or enhance your wealth

 

To learn more about the services click here

 

Private Investment Management

 

Designed for high-net-worth clients who prefer to delegate their day-to-day investment management to highly qualified portfolio managers

It’s freedom from the day-to-day details of managing wealth – like monitoring your portfolio, the markets and buy/sell decisions – so you can focus on what’s really important to you.

In order to offer Private Investment Management, we must meet strict standards for education, experience and assets under administration – standards that, in fact, surpass those established by regulatory authorities.

To learn more about Private Investment Management click here