Wealth Management at BenefitsTree is about YOU and what you want your money to do for you. Yes, it’s about the things that money can buy, but more importantly, it’s also about all that money can’t buy and death can’t take away. Our objective is to help our clients find True Wealth by uncovering what is truly important in their lives. We are dedicated to guiding you on this journey.

The journey begins with our process-driven Approach of gathering information, analyzing the information, educating, developing an action and financial plan, implementing strategies, and ongoing reviews. Informed decision making is fundamental to the development, implementation, and results analysis of any benefits or financial strategy.

As your Wealth Manager, we collaborate with your team of experts from other financial disciplines to coordinate strategies that help you achieve your personal and business goals. The result is a comprehensive plan designed for you to protect, grow, and transfer wealth through goals-based wealth management.

Personal and Business Services:

• Financial Planning
  
  
• Retirement Planning
  
  
• Investment Management
  
  
• Business Planning
  
  
• Employee Benefits
  
  
• Executive Benefits
  
  
• Insurance Services
  
  
• Trust and Estate Planning
  
  
• Charitable Planning