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Our Wealth Management Process

Wealth ManagementWealth management has many different definitions, depending on who you are talking to.  At SA Piggush, we define true wealth management as: 

WM = IC + AP + RM

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

Most firms think wealth management is all encompassing and needs to be holistic, but most stop at just investment consulting.  In fact, only about 6% of all advisors actually do true wealth management.  This is where we show our value.  We are part of that 6%.  We actually do all of the Advanced Planning work necessary throughout the life cycle of your wealth: accumulation while reducing taxes, presentation and preserving assets, and the transfer of wealth. 

Part of The 360 Formula that we’ve built and refined includes this, which is OUR take on wealth management.  To the right, you’ll see how we’ve broken wealth management up into different pillars and within each of those there are several different critical life events that we work through with each of our clients.

From the very beginning of our relationship, we make it a priority to get to know you, your family, your additional professional relationships, your goals and so much more. With this information we’re able to confidently work through the advanced planning needs you have now and into the future.