You might be investing to build your financial future or to protect what you’ve already built. You may have specific needs, like maximizing your retirement income or creating a lasting legacy for your family or other beneficiaries, such as charitable causes you care about. Whatever your specific needs, The Paul Belous Private Wealth Management Group can craft a wealth management plan for you.
We believe that providing superior investment management is not enough. Our commitment to our clients is to provide a superior level of service to ensure that they never have any questions about the status of their personal wealth. That personal comfort comes from continuous and consistent communication and providing complimentary access to wealth management professionals.
Our Commitment to You:
Personalized portfolio reviews – We provide our clients with a portfolio review on a scheduled basis and includes a detailed return report.
Monthly Newsletter – A timely update of recent events as well as a view of the month ahead, in addition to other financial planning and wealth management tips and techniques.
Direct E-mail from the Portfolio Manager – For our exclusive Private Investment Management (PIM) Program Clients, you will receive e-mail updates directly from Paul, the discretionary portfolio manager detailing his thoughts about specific market conditions in helping his clients understand the rationale behind the changes.
Certified Financial Planner – Clients are encouraged to schedule a comprehensive financial planning review with our colleague Rebecca Henri. Rebecca’s sole purpose is preparing and presenting financial plans for our clients. These plans encompass every aspect of the investors personal and business financial picture, as well as address all possible estate issues and objectives.
Will & Estate Consultants – clients have access to Will and Estate lawyer who can provide a completely unbiased review and/or suggested course of action for protecting personal and/or corporate assets at no additional charge for clients.
Your Commitment to us:
Just as the Belous Private Wealth Management Group has made a commitment to our clients, we require our clients make a similar commitment to us. As part of our client service agreements, we require that our clients commit to the following:
Provide a full and complete picture of your current wealth management situation. In the same way you would tell your doctor of all your symptoms before requesting diagnosis we require that our clients be completely honest and forthcoming with their entire financial picture;
Update us immediately when changes occur to your personal and/or business objectives;
Notify and provide us with alternate contact details when you are leaving your normal place of residence or business for an extended period of time.