Private Wealth Planning

Administración del patrimonio

At Regions Private Wealth Management, it's our goal to help you reach yours.

We know that effective planning integrates your evolving financial situation. We’re here to listen to you, bring new opportunties to your attention, help you avoid missteps and offer you advice based on what matters most to you. To do this effectively, we cultivate a relationship founded on mutual trust and respect by providing you with a confidential atmosphere where you feel comfortable sharing your life goals, values and philosophies about money, family dynamics and any concerns you may have.

We work to facilitate an easy process to gather and analyze financial data, document detailed information about your expenditures, establish appropriate-life planning assumptions (rate of return, inflation rate, savings ratios, and more), review long- and short-term goals, and then map various paths to achieve those goals.

Ongoing Wealth Planning

To continue to make good decisions, Wealth Planning must be an ongoing process. Priorities shift, new opportunities appear, challenges arise and tax laws change. We can conveniently combine periodic Wealth Planning reviews with quarterly portfolio reviews. During these periodic reviews, your Wealth Advisor will assess your progress toward achieving your goals, identify changes that may impact your goals and help you to determine what adjustments, if any, to make.

The Benefits of Wealth Planning Include:

  • Un plan disciplinado y formal para abordar temas financieros
  • Proactive future thinking
  • Oportunidades para considerar qué es lo que quiere de la vida, identificar y priorizar objetivos, y trazar los pasos adecuados para alcanzarlos
  • Un foro para discutir temas difíciles en relación con sus hijos, padres o cónyuge
  • La identificación de riesgos, minimizando así sus efectos a través de la administración de riesgos
  • Una estructura para opiniones, evaluación y control
  • Tranquilidad de saber que ha establecido redes seguras para sus asuntos financieros