Life is both fluid and dynamic. Therefore, your financial planning must be flexible and adaptable. The one thing we can count on is that change is inevitable. Your personal circumstances and goals will change as life progresses and so will your priorities. A good financial plan will be able to respond to those changes.

 

As you and your family are changing and growing, the environment of your money is always in a state of flux -- the stock market goes up and down, taxes and estate laws change. We consider it our mission to understand and support your personal goals and help you to create a plan that can adjust to your needs and even anticipate some of the obstacles you may encounter. Every day we endeavor to use our experience and expertise to help you realize your goals now and for future generations.    

 

At the Sleight Group, we consider our clients part of our family. And so, we take the idea of wealth management very personally. We go beyond wealth management to wealth enhancement. Our comprehensive approach to planning, managing, preserving, and strategically using assets helps individuals and families shape and mold the future they want to create.

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Wealth Management means more than just investment consulting to us at The Sleight Group. We like to focus on all aspect of our families financial framework. To do so, we must look at all areas of wealth management which means getting beyond investment consulting and into Advanced Planning and Relationship Management.

 

Wealth Management =  Investment Consulting + Advanced Planning + Relationship Management

 

Investment Consulting addresses the top concern of our families: preserving their wealth. It is the primary offering of most financial advisors.

 

Advanced Planning addresses the four primary financial concerns beyond investment consulting: wealth enhancement, wealth transfer, wealth protection and charitable giving.

 

Relationship Management has two parts. First, it means building and fostering client relationships over time through a consultative process. Second, it involves managing other professional advisors—both the ones in your network and your clients’ other advisors—in order to address advanced planning concerns.