What is ‘Wealth Management’ at Rely Wealth?

What you can expect

We’ve all heard of “wealth management” but may have different interpretations of what this means and why it’s important for our financial lives.

At Rely Wealth, we define wealth management as more than just investing your money. It’s a holistic approach where the decisions affect every area of your life. Such as:

  • How prepared am I for retirement?
  • Will my family be taken care of if something happens to me?
  • Is my investment plan appropriate?
  • Am I ready for my children’s educational future?
  • How much support should I give my kids without spoiling their ambitions?
  • What does an effective giving strategy look like?

Ultimately we want you to have a sense of clarity when it comes to your wealth – to know what you have and how it’s working for your benefit.

We will address questions like these and discuss the various facets that wealth management encompass:

Financial Planning

Developing a personalized plan to put your money to work for you.

Budgeting and Cash Flow

Tracking your income vs expenses and allocating with your goals in mind.

Investment Management

 Investing while prioritizing risk management and maximizing growth opportunities.

Estate Planning

Protecting your assets and preserving your legacy for generations to come.

Retirement Planning

Creating custom solutions to reach your retirement goals.

Education

Preparing for your children’s education while implementing savings options.

Charitable Strategies

Identifying causes you care about and maximizing your legacy impact.

Insurance Strategies

Assessing your risk to ensure proper protection for you and your loved ones.

Banking and Lending

Exploring your lending options with your full financial picture in mind.

Tax Minimization

Navigating the complexity of taxation while minimizing your overall tax burden.

We plan to dig into each of these facets and not only explain in depth what each element of wealth management means, but give you a way to measure whether you are hitting the mark in that particular area of your financial life. You can expect to glean some valuable information about your financial health and hopefully a better understanding of your possible next steps.

DISCLOSURE: Investment advisory services offered through Rely Wealth Partners, LLC, a DBA of tru Independence Asset Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

We work with highly motivated individuals and families who want to be financially complete and value clarity.

Daniel Mauser — Founder and Managing Partner