Plan. Manage. Advise. Adjust.
Wealth management is not a one-time event. It’s an ongoing journey, and we’re committed to helping you stay on course.
Our services.
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Goals-Based Planning
Managing a portfolio without a plan is a lot like taking a long trip without a road map. It makes little sense. We collaborate with you to clearly define your various goals and objectives, current and future resources, and to adopt a realistic attitude about risk. We then put all of this together to create a comprehensive plan and help you monitor it through time to increase the likelihood that the goals you’ve envisioned can become a reality. Once you have defined your goals and approved your plan, we take the responsibility of putting that plan into action. This is where our skills as experienced asset managers come into play.
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Professional Asset Management
We create and manage diversified, low-cost, tax-efficient portfolios designed to offer a proper balance between risk and return. With over three decades’ experience our team is able to provide a mature, calm and consistent approach to investing. We customize every portfolio to each client’s unique goals and objectives, and, of course, we keep you updated on how you are doing, every step of the way.
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Advice Engagement
One of the foundational pillars of our holistic wealth management model is our willingness and ability to offer prudent, unconflicted, and appropriate advice to you regarding any financial decision you may be considering. Our fee-only model encourages our clients to reach out whenever they need advice without worrying about receiving a bill for each consultation.
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Education Saving
Does the thought of saving for your child’s or grandchild’s education cause you to break out in sweats? It’s okay, we’ve been there, we’re parents too. Adding a college funding goal to your plan can help. We will assist you in defining your goals for your child while keeping your everyday financial and retirement objectives in mind. We’ve done the research and maintain an up-to-date database on all colleges in the U.S. and their associated costs. We can inform you of the different savings options available to assist you in implementing a successful plan for your child’s future.
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Retirement Preparation
You want a comfortable, secure retirement. We know this and believe in it too. We work with you to analyze the resources you have now, assist in assessing what resources you will have in the future, including Social Security, and determine what steps need to be taken to maintain your standard of living upon retirement.
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Legacy Planning
We are intent on making sure that your wealth is transitioned exactly how you want: to care for a spouse, leave funds for children and grandchildren, to make a mark on a charity close to your heart. This is why we offer a secure, digital vault that archives everything your loved ones would need should something happen to you. We work with you to set it up and will monitor it as much or as little as you would like.
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Estate Planning
As financial planners we possess insight into the various nuances needed for an effective estate plan. Although we do not give legal or tax advice we can help you determine what estate planning components are required and then refer you to competent legal, tax, and insurance professionals, if appropriate. Please note that we do not accept referral fees from any professional introductions we make.
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Insurance Advice
Since we don't sell insurance products we can offer you objective advice and help you evaluate the most cost-effective insurance products you may need.
Institutional Investor Services
You invest in people, we invest in you.
Investing for the benefit of others brings with it the added burden of knowing your decisions affect more than just yourself. For whichever type of institution you represent – commercial, nonprofit, or government – you maintain the fiduciary responsibility of being good stewards of the assets entrusted to you, all while meeting regulatory requirements and improving governance.
To confidently navigate the ever-shifting financial landscape, it takes an experienced partner dedicated solely to your success. When you work with Wealthview Capital, your organization gains access to a team of experienced professionals prepared to put our expertise to work in pursuing your vision and growing your mission.
To learn more about our institutional consulting and asset management services to trusts, endowments, foundations, qualified retirement plan sponsors and private corporations or to schedule a meeting to discuss, contact us today.
What Makes Us Different
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As independent, fee-only advisors we work in the sole interest of our clients. This is an important distinction in a constantly confusing landscape of financial products and services. We do not sell anything and we do not receive commissions from transactions. We do not accept gifts, trips or any other incentives from product vendors or anyone else. We also do not accept fees from professionals to whom we may need to refer you. We are only compensated by you, and therefore our duty is only to you. We make sure whatever securities purchased for your account are the absolute best fit for your situation. As a Registered Investment Advisor we are held to the highest standard of care in the financial services industry- a fiduciary standard.
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We believe success should be measured by your ability to attain your goals, not by performance relative to some impersonal market index. This contrasts with an industry obsessed with pushing products and relative performance. Performance waxes and wanes but progress toward your goals should be consistent and measurable. Remember you can't eat relative performance.
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As fee-only advisors we avoid the conflicts of interest inherent in the financial services industry that arise when compensation can influence advice. Since costs can act as a deterrent to success, we strive to keep our client's total costs fully transparent and as low as reasonably possible.
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Our firm has dedicated significant resources to leverage the convenience and power of a globalized, connected world to increase your access to timely and secure information about your portfolio and your plan. All investors need to know what they own, why they own it, how they are doing, and what they are paying for their financial services. We put the answers to those questions at our clients' fingertips with innovative, real-time, web-based tools. And, of course, we're also always here. Our offices (located in Jackson, Mississippi and New Orleans, Louisiana) are open and available to you. We expect our clients to hold us accountable for knowing how they are doing and invite them to drop in at any time, online or in-person.
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As an ensemble practice, every member of the Wealthview team is working toward one goal - yours. We don't compete against each other, and instead, we use our collective experience and expertise to assess your plan, manage your portfolio, and provide ongoing advice. Simply stated, we have all hands on deck to increase the probability of your success.