What We Stand For
The Fox Pierce Segal Group believes in Total Wealth Management.
We follow an integrated approach to wealth building that goes beyond portfolio advisory services – important though they are – and embraces financial planning, tax minimization, insurance protection, will and estate planning, legacy creation and inter-generational wealth transfer.
These issues are intimately connected and no credible total wealth management plan can afford to ignore them.
Private Investment Management
Increasing numbers of our clients depend on us for Private Investment Management. This is a unique discretionary account where – depending on your investment preferences and investable assets – you delegate responsibility for day-to-day investment decisions to your portfolio manager. Michael Segal will be happy to discuss Private Investment Management with you personally.
Our Disciplined Process
We follow a rigorous six-step process that guides the development of a total wealth management strategy for every client we advise.
Discovery: We develop an understanding of your goals, personal and financial.
Financial Planning: We prepare an analysis of your total financial situation.
Tax Minimization: We look for opportunities to reduce your tax liability.
Insurance Analysis: We help you protect what you have worked hard to build.
Will & Estate Review: We help you address your estate planning concerns and goals.
Build a Plan: This is your roadmap to portfolio performance and wealth accumulation.
We review your plan with you regularly to discuss appropriate changes necessary to keep you on track.
As part of that process you will receive detailed account statements, portfolio review statements, transaction updates, and tax reports.
We conduct an exhaustive annual review of your total wealth management plan to ensure that it is meeting your immediate, mid-range and long-term expectations and needs.