Comprehensive wealth management

 

Helping you to protect and build your familys wealth over several generations requires more than a strong investment portfolio; it requires skillful planning.  With this in mind, our team provides comprehensive wealth management services in collaboration with highly qualified RBC experts and outside professionals in the fields of taxation, estates, insurance and financial planning.

 

As appropriate, we coordinate meetings for you with our specialists to review your specific situation.  To ensure that your needs and desires are well understood, the Schatz Asset Management Group attends all meetings. This puts us in a position to help you achieve the plan over the long term.

 

Life insurance is an important part of wealth management and as such we are in the life insurance business.  While helping our clients prepare for tax efficient handling of their estates, the opportunity to use life insurance as a planning tool often comes up.  In these situations, we use our internal specialists to identify the right strategy and then we act as insurance brokers to find the lowest cost policy from the most reputable insurance companies. Neil is a Level II licensed life insurance agent.

 

Please see the Team section of our website for a profile of some of the Wealth Management Specialists that we make available to our clients. 

If you are seeking outstanding portfolio management and comprehensive wealth management, we would be pleased to discuss how we can put our experience and investment philosophy to work for you.