Using the latest technologies and methodologies, PSA and United Capital are teaming up to deliver the best wealth management services and experience possible. The partnership brings a number of potential benefits to our clients, including access to some of the most innovative practices in investment advisory.
Our Wealth Management team offers clients a coordinated array of financial services to provide an integrated financial life that helps guide them in achieving their financial goals.
Through our independent and objective advice, our clients may benefit from our broad array of services and personalized approach to guide them in achieving their financial goals. We work with clients seeking to grow their wealth, preserve it for retirement, generate income from it during retirement, and pass it on to others today and in the future.
We use a holistic approach in providing advice and helping clients accomplish their financial goals.
Our Wealth Management team provides a broad array of services to our clients and works closely with their other Advisors to provide an integrated plan for the client to benefit from. We help our clients identify their goals and implement a coordinated strategy to help achieve them. Common goals among our clients are outlined below.
- Implement a coordinated process to help meet their financial goals
- Develop a retirement planning strategy seeking a secure retirement
- Manage investment portfolios – Help maximize return or income while minimizing risk
- Provide funding strategies for ‘Life events’ – College, wedding, second home, and other significant events
- Develop an income strategy for living during retirement
- Help preserve capital and manage risks
- Help facilitate in creating an estate plan to transfer wealth and implement charitable giving strategies