Wealthnet has the expertise and flexibility to help a wide range of clients in order to provide the best possible advisory services. Our clients’ needs are very different, depending on where they may be on their personal financial journey. We have two distinct groups of clients.
(Up to $500,000 investable assets)
($500,000 + investable assets)
If you are building wealth for the future with investable assets up to $500,000, you have specific needs for planning and investing. Our Emerging Wealth service provide specialized investment programs that can build wealth for the future and also provide goal-based planning to help you achieve your target wealth. You may also have unique needs to protect your assets for you and your family. We strive to help you get to your destination with this service.
Our Private Wealth Management service is designed for clients with investable assets of $500,000 or greater. Advanced planning and investment strategies are tailored for growing wealth, providing income, tax-managed strategies, and more. Security selection and asset allocation is managed with an overlay to your unique circumstances with an emphasis on individually managed accounts.