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Wealth Control Advisors, LLC
60 William Street, Suite 200
Wellesley, MA 02481
781-235-8891 MA telephone
781-235-8890 private fax
866-235-8991 outside Mass.
10781 Waterford Place
West Palm Beach, FL 33412
561-691-1380 FL telephone
info@wealthcontrol.com
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Ongoing Management Of Total Wealth
AIM (Audit, Integrate, and Manage) your financial assets and integrate you personal financial planning ongoing total wealth management with Wealth Control Advisors, LLC and your trusted advisors. Located just outside of Boston, Massachusetts we collaborate with your estate planning attorney, tax attorney, and/or CPA to develop an integrated, comprehensive life cycle plan to help you achieve your financial, emotional, charitable, and heritage goals. For more information, contact us online or call us either at 781-235-8891 (our Wellesley, MA office) or at 561-691-1380 (our West Palm Beach, FL office).
The managing of financial assets requires regular reviews and reassessment at any life event in addition to monitoring against market metrics.
Besides financial wealth and assets, two other aspects of wealth are important to manage – Human & Intellectual wealth. Human wealth consists of the skill of building relationships while Intellectual wealth are the values that motivate decisions. Human wealth can include such things as teaching your children the importance of spelling a client’s name correctly, a hand shake, or how to identify key decision makers, Intellectual wealth can include values such as hard work, honesty and compassion. It is a sad fact that most financial wealth is dissipated within two generations if the heirs do not obtain good relationship building skills or values. Unfortunately, most planning only deals with the financial aspects of wealth transfer, or your objectives for spending your finances.
Conversely a Legacy plan encompasses all 3 aspects of planning, promoting family communication and harmony. It ultimately helps motivate succeeding generations to pass on family heirlooms and traditions along with their family wealth. A legacy plan is the road map which defines what to save, what needs protecting, and opportunities to make improvements.
By working with our clients to develop their financial plans (see Case Study 3: New Key Manager at Company) we can help them make informed decisions. By meeting on a regular basis, we can adjust to life’s curves (see Case Study 4: I’ve Got Time). Finally, we can help protect and adapt to new life events (see Case Study 5: Divorce).
Wealth Control Advisors, LLC facilitates legacy and total wealth planning through recording of oral histories, ethical wills, family meetings, heirloom inventories etc, as well as AIM (Audit, Integration, and Management) your financial assets.
You can read about our comprehensive Tailored Services, or read more about Wealth Control Advisors, LLC, click here.
To learn more about our comprehensive personal and family wealth services, call us at 781-235-8891 or email us.
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