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Wealth Management

The definition of Wealth Management can vary from firm to firm. At WhartonHill Investment Advisors we consult with our clients in 3 primary areas:

 

 

  1. Estate Planning- We want to make certain that the wealth of each client is properly structured to take advantage of current tax laws and hopes for the wealth passing to the next generation. We always rely upon the services of Attorneys or CPA’s who specialize in this field.
     
  2. Tax Planning- We consult with our clients on a regular basis to make certain that all tax related issues are properly addressed and communicated to their tax advisors
     
  3. Insurance- We assist our clients in having all of the personal insurance, property & casualty and life, reviewed by objective insurance professionals.

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