Wealth Management is a holistic approach to understanding and providing strategies for our client’s major financial challenges in life. From our client’s perspective, this means having all financial challenges considered. It usually involves a diverse range of offerings according to the needs of each investor and may well include family governance, investment management, financial planning, pensions, estate planning strategies, tax-conscious planning, life insurance, asset protection utilizing insurance, cash flow and debt management. It utilizes integrated tactics to complex challenges and does so in close consultation with the client.
The Opus Group of Virginia and LPL Financial do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.