Wealth Management is an investment advisory practice that incorporates financial planning, investment portfolio management, and other aggregated financial services. At Clay Northam Wealth Management our services include financial planning, investment advisory services, and estate planning. We also have strong relationships with other financial professionals to encompass the full spectrum of wealth management including tax preparation and legal resources.
Wealth management can be provided by large corporate entities, independent financial advisors, or licensed portfolio managers whose services are designed to focus on high net worth individuals. A professional wealth manager must be able to be accessible to the client, be objective when making recommendations, and be able to communicate effectively with clients.
The thorough financial planning process allows the advisor to set up a complete financial plan based on unique asset levels, risk tolerance, and specific goals. A wealth manager must be able to formulate a plan, review that plan with the client, and make adjustments to the plan when warranted. True wealth management allows for a consultative relationship with the client as the client and advisor work closely to reach stated objectives.
At Clay Northam we provide wealth management services to all of our clients including those residing in Los Angeles county and Orange county areas. To get more information on the wealth management services we offer, please contact one of our offices in El Segundo or Seal Beach.