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.