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Wealth Longevity Plan

HELPING YOU SEE WHAT'S BEYONG THE HORIZON

To ensure that your family’s most important financial issues are addressed as needed, we serve as your advisor and personal ‘chief financial officer.’ In that capacity we address your wealth longevity plan during our Regular Progress Meetings and help bring into focus the broader areas of your financial life.

The advanced wealth management plan focuses on the four key areas of your financial life beyond your investments: wealth enhancement, wealth transfer, wealth protection and charitable giving.

WEALTH ENHANCEMENT

The investment plan process begins during the Discovery Meeting with a discussion of your financial values and goals, as well as your key relationships, existing assets, other professional advisors, preferred process, and important interests.

WEALTH TRANSFER

Wealth transfer intends to find and facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets your wishes.

WEALTH PROTECTION

Wealth protection is aimed at protecting your wealth against potential creditors, litigants, children’s spouses and potential ex-spouses

CHARITABLE GIVING

Charitable giving helps fulfill your charitable goals. It is most effective when coordinated with the three services above.

Wealth Consultative Process

At WellAcre Global Wealth Management, we follow a systematic consulting process for uncovering your most important goals and to design and implement appropriate solutions. 

learn more about our wealth consultative process
LEARN MORE ABOUT OUR SERVICES
Total Client Profile
Goals-Based Wealth Plan
Investment Philosophy Statement
Wealth Longevity Plan
THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

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© Wellacre Global Wealth Advisors 2020

WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.