Services
Managing assets is an important part of what we do. I see part of my responsibility to provide clear, concise advice and execution when managing your assets. We are partnered with AssetMark Trust Services (ewealthmanager.com) as custodian of our advisory assets, and utilize many of their third party specialists as appropriate to ensure maximum efficiency at most reasonable cost. Part of this relationship includes regular regional training and updates that AssetMark provides that contributes to improved experiences on all sides of the process.
Our Services
Advisory
We provide clear, concise recommendations and accurate execution when managing your assets. Semper Salutaris is partnered with AssetMark Trust Services to act as the custodian of advisory assets. We work with their specialized money managers in their areas of expertise to provide an efficient sleeve to compliment your portfolio based on a number of factors. These factors are always determined by the primary goal for that portion of assets, time until needed, and registration type at minimum.
Consulting
We take the time to get to know our clients in order to develop the best strategy, and implement it confidently to ensure success. We take pride in offering truly individualized recommendations to each client to best achieve their goals. This can range from debt counseling to business strategy and any number in between. We leverage our professional relationships with others to ensure we’re providing truly holistic services and sound advice beyond the scope of a traditional consultant in many areas, such as some insurances and company sponsored retirement plans, home valuation and sales strategies, difficult tax questions, estate planning, etc.
Education
We pride ourselves on transparency and taking the time to ensure our clients are informed regarding their personal finances and the strategies available to help them achieve their goals. We have a fundamental belief that raising financial responsibility awareness throughout our community will result in stronger financial households, and more financially responsible communities.
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(517) 796-3113
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