The Assante Difference

A Complete Approach to Wealth Management

At Assante, we simplify your life by meeting all of your wealth management needs in one place.

Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions.

  • At the core of the planning process is your Net Worth Statement. You will have a detailed statement of your Net Worth that we will update together on an ongoing basis as your financial situation changes.
  • Based on projected future values, along with any private or government pension benefits and taking into account projected changes in your future lifestyle, I will advise you on your ability to meet your retirement goals and as to when you might comfortably retire in the style you desire.
  • If you are already retired I will use a similar process to project how long your investments may last and your ability to maintain your retirement lifestyle.

To ensure that you remain on track to meet your goals we will discuss your progress and your options together on an ongoing basis.

I will recommend and explain the appropriate professionally managed investment vehicles for your needs and I will monitor the progress of your investments suggesting changes as needed.

Together we’ll discuss your other financial needs such as reducing your taxes, educating your children and caring for the important people in your life.