Wealth Management — A Strategic Plan To Manage Wealth The Right Way

Biel Fisette Iacono helps people find the right path towards wealth stability and success. The term “wealth management” is used in many different contexts and there is not a single definition because it largely depends on the goals and the client’s needs. Here at Biel Fisette Iacono, we strive to provide people with a comprehensive approach to better manage their wealth. 

Our Wealth Management Services

Whether you are ten years from retirement, twenty years, or just looking to manage your wealth in a better way, we can help. Our main wealth management services include: 

  • Basic business, financial, and wealth advisory planning
  • Comprehensive business, financing, and wealth advisory planning
  • Equity and debt planning
  • Business valuation assessments 
  • Retirement plan design, compliance, and consulting 
  • Risk management planning 
  • Investment advisory and planning
  • Mortgage and other debt planning 

Why Choose Us

Simply put, we are a different kind of CPA firm. Not only do we focus on friendly customer service and high standards of excellence, but we are experts in our fields and use our expertise to provide you with options and help you choose what’s right for you. 

Many other firms are tied in guiding you towards certain commitments or decisions. We, however, provide you with the options, the knowledge, and the professional advice that will lead you to make your own decisions and stir your finances in the direction that you want to take them. 

The Wealth Management Process

So what is it, exactly? After all, it is a term that gets thrown around quite a bit. There are certainly different ways to approach it and people have different goals. In a nutshell, it’s about the science of solving/enhancing/organizing a person’s financial situation. A proper wealth management plan will give your accounts the attention and expertise they need to be properly managed and handled. 

So whether you are dealing with complex investment portfolios, complicated tax situations and histories, a lot of assets, businesses or ownership interests, we can take a step back and look at the best plan of action to properly manage it. 

But how does it work?

First, you will meet with our team and talk about your particular situation and your goals and vision for the future. This is a very important part, as we advise you based on what you’re looking for and what you might envision for yourself and your family in five, ten, twenty, or thirty years from now. 

Then, we discuss your options and provide you with possible financial products that might benefit you depending on your needs and objectives. 

We’ll Help You Plan Your Retirement

It’s a common cliche to say that it’s never too early to start planning. But, in fact, it’s true! Life passes quickly and many people fail to take the adequate steps to plan their retirement with time. Taking the time early on to look at options and establish a path, can save you and your family plenty of headaches down the road. 

We’ll help you establish your objectives with a wealth management plan that matches your priorities. 

Wealth Management FAQs

Wealth management varies from client to client. It’s why we are very client-centered and really cater our services to your specific needs. Some common questions, however, include:

What types of services are included with wealth management? 

These can vary but may include anything from financial advisory support, retirement planning, tax-minded guidance, investment management, financial modeling, financial consulting, and more. 

What is fiduciary duty?

If you’ve ever purchased a home and worked with a broker or real estate agent, you know that they operate under fiduciary duty. We do the same. This means that they have an obligation to their clients and act solely in their best interests. Part of our jobs is to look out for you and make sure that what we provide for you is going to benefit you. 

What aspects of my finances will you be able to assist me with?

We can help you with all aspects of your financial life. If you are concerned about several areas or aspects of your finances, we will discuss them at length and ensure we take the best path forward. 

How often do we meet or have one-on-one consultations?

This is largely up to you. We are always available for you and if you have any raised concerns, feel free to bring it up to us. We do like to maintain regular meetings 2-4 times a year just to keep things current and make sure we have open communication. 

Contact Biel Fisette Iacono Today

If you’re ready to talk about how to manage your wealth, call the experts at Biel Fisette Iacono LLP. We’ll help answer all of your questions.

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