You want to make smart decisions when it comes to your wealth, so you can live the life you imagine and leave a legacy for your loved ones. Our diverse team of experienced, intelligent financial professionals can help you create a financial independence plan tailored to your goals and preferences. To curate your holistic plan, your Totus advisor will:-Listen to you to understand your values in order to help you discover your dream and clarify your goals.-Help you analyze where you are versus where you want to be and create a roadmap to help guide you that way.-Review any current investments and make recommendations.-Continuously monitor your progress and make adjustments along the way to keep you on course.
Strategies designed to last generations, from preservation and beyond.
Our advice is independent and based on academic market research. We’ll help you construct a personalized portfolio designed to address your specific goals. Your Totus financial advisor will work closely with you and our diverse, capable team to:-Assess your risk tolerance and design a plan to suit your preferences while pursing your goals.-Provide ongoing oversight of your portfolio, including review, adapting to reflect your changing goals, and rebalancing as needed.-Use time-tested strategies and consider high-net-worth strategies where appropriate, such as tax-loss harvesting.
Beyond helping you generate and manage your wealth, your Totus financial advisor can work with you, your legal advisors and tax advisors to help you protect and preserve your wealth. Preservation and legacy planning strategies include:-Risk management and insurance planning-Intelligent management of your assets -Charitable giving and philanthropic endeavors-Estate, succession and tax planning
We’ll help you form personalized, comprehensive plans and strategies for every occasion and life stage. Through our personalized wealth management services, we aim to help you grow, preserve and protect your wealth, so you can live the life you imagine, both for today and tomorrow.
Download a helpful guide to organize your personal and business records in one place. Complete the pages and store the document either electronically or on paper in a secure location. Communicate to your loved ones where you store important documents so they will be easy to recover.