Holism (from ὅλος holos, a Greek word meaning all, whole, entire, total) is the idea that all the properties of a given system are interconnected and must be viewed as part of the whole, instead of as individually compartmentalized aspects.
So what is Holistic Wealth Management?
It’s what makes us the only choice for the successful entrepreneur or the established retiree that wants to know everything is being taken care of.
It looks at more than just the numbers. Rather than an advisor or team focusing primarily on only one aspect of your financial circumstances (often in relative isolation such as your debt, your investment portfolio, tax strategy or insurance protection), a holistic wealth management team oversees all of these aspects in concert while also considering the emotional impact and, in turn, the satisfaction. This means you can truly work with one team to help address each and all of the issues.Our team is educated in multiple disciplines (taxation, law, investment management, risk management, and others).
Why do we cover so many areas for our clients? Because if we don’t, who is making sure the big picture is coming together properly? Unfortunately, often the answer is, “no one”.
Through our Holistic approach, we provide hands on management as well as overseeing your other professionals, acting as your “middle management”.
We scrutinize every aspect of your situation and assess it within the scope of the whole picture. When we are done, you have peace of mind knowing that you have a team acting on your behalf that is paying attention to all of the issues for you, so you can focus on what’s important to you.
Matthew Aston is the most honest and trustworthy person I have ever had to represent my financial and insurance needs. He also has a wonderful personality to go along with his work ethic. I would recommend Matthew for any person or business to hire.
Ever since they have taken over looking after my investments, my returns have been better than I thought possible. Consistently making more than 10% per year without having to experience a lot of volatility. I would certainly recommend their team to anyone.
I took my portfolio to James for a free consultation where he pointed out to me many issues that were causing me to lose money. Within two years James had made up the losses in my portfolio plus a tidy little profit.
He is very knowledgeable and is aware of market conditions at all times, taking the time to meet with us personally to communicate and update us so that we feel comfortable that our life savings are in capable hands.
He is different than any other wealth manager we have worked with....When running a business, there is little time left to babysit our professionals. We need a partner we can trust to do that for us. Thankfully, Matt is happy to help us with that whenever it’s needed.
I would highly recommend Matthew and his team to anyone and everyone that is tired of the mediocre and would like to have excellence, quality service, expertise, and care in the area of their wealth. This is one partnership you won’t regret.
We have been a client of James Hughes for the past 13 years. James is always helpful, knowledgeable and he has always guided us through the many arms of our financial and retirement planning.
James provides us with peace of mind, knowing that someone is diligently looking after our investments, suggesting changes as needed, and is constantly monitoring where we are in terms of our retirement plans.
Matt has been advising my wife Katharine and me since June 2010. Our initial meeting was to review our Insurance coverage. As Matt gained our trust we switched all of our mutual fund investments to his management (January 2011).
Kim and I have had a lot of bad luck with accountants and advisers. Thank goodness we were introduced to Matt Aston.