As Assante Advisors our goal is to help you achieve financial independence and enjoy the kind of life you want to live—by doing it right.
It’s not just about investments. Sure, they play an important role in implementing your plan for a successful financial future but wealth planning is about much more. We believe it’s about you, and discovering what matters to you—your needs, your fears, your priorities and your goals. Only then can we begin to develop a plan tailor-made for you.
We’ll take you step-by-step through the process but it’s important to know that we’re not working alone. With access to the expert advice of investment analysts, accountants, lawyers and estate planning consultants (in consultation with your own legal and accounting professionals) you can feel confident that the most effective solutions will be found for even the most complex family and business arrangements.
Quite simply, wealth planning is about helping you achieve what is most important to you.
Through an integrated, comprehensive approach that encompasses all areas of your financial affairs, we provide you with coordinated strategies to help you achieve your near and long-term life and financial goals. Your wealth plan is the starting point from which to measure, and, when needed, adjust to help keep you on track.