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
