The wealth management process is an ongoing event to help guide you and your family through each stage of your life.
Accumulating wealth - growing assets
Working together, you will develop strategies to achieve your financial objectives, including planning for retirement, funding an education, or preparing for a major purchase.
Converting wealth - creating an income stream
Nando will put strategies in place to help you maximize your after-tax retirement income. He will help you determine which types of income-producing investments are most appropriate for you.
Protecting wealth - maintaining assets
To help you protect your financial well-being, proven strategies to reduce risk are implemented. The goal is to provide you with peace of mind, help maintain your independence, and preserve family harmony or current lifestyle.
Transferring wealth - creating a legacy
Working together with your other professional advisors, Nando will help create your legacy for family and charity while addressing tax obligations and debts.