Wealth Management Services
In addition to our Portfolio Management investment advisory strategies, we provide the following services to protect and grow our clients’ wealth.
As part of our comprehensive wealth management services, we offer our clients a Formal Financial Plan. We have three Certified Financial Planner™ Professionals within La Ferla Group to formulate a plan to help you achieve your financial objectives.
The Formal Financial Plan also serves as a comprehensive document of important information to be presented to your estate planning attorney to help complete your estate plan.
In addition, the Formal Financial Plan is a “checklist” for your surviving spouse and family in the event of death of a family member. We do not charge for this service if a client invests a total of $500,000 or more in one or more of our portfolio management investment advisory strategies.
First and foremost, we hope you are healthy and safe during this unprecedented crisis. As developments unfold, please refer to our COVID-19 response and resources page.
As always, you are more than welcome to call us at any time.