Wealth Management Services:
View Capital Advisors, LLC provides clients with a holistic approach to managing their wealth. In addition to providing customized investment solutions, View Capital offers the expertise of individuals who have in excess of 120 years of industry experience in dealing with all aspects of wealth management. The View Capital principals handle clientele with net worth ranging from several million to hundreds of millions. As a result, the View Capital principals have observed and helped their clients develop and implement “state of the art” wealth management strategies. Our clients refer to these strategies as the “Best Practices” of managing one’s wealth.
Eight Steps to Wealth Management
- Prepare current financial position statements
- Assess and document asset ownership
- Articulate wealth management objectives
- Identify areas where wealth is at risk
- Implement/update core estate planning documents
- Address primary planning areas
- Evaluate alternatives, and execute strategies to accomplish objectives
- Periodic review and assessment of the progress of the ongoing overall plan
For our clients, wealth management is a process or journey; it is not a singular event. People, businesses, goals are always changing. As these changes occur, we are ready to assist our clients in making whatever adjustments necessary and to provide ongoing oversight.