Aviance WealthPlan™

strategies

 

The Challenge:

Investors face an array of financial planning challenges, which can be presented in confusing, piecemeal fashion without overall coordination and planning.

 

The Solution:

Aviance WealthPlan™

For our clients, the individual components of wealth management come together through Aviance WealthPlan™, our multi-faceted financial planning process. Our approach to wealth management relies on the development and implementation of a consolidated plan taking into consideration several individual planning areas and reporting them together in one concise and cohesive plan document.

Our financial planning professionals work with you to develop your Aviance WealthPlan™ in an attempt to optimize efficiency, decrease potential tax exposure, mitigate insurable risks, ensure readiness for important milestones, and enhance the impact of charitable gifts.

cropped-Logo-only-maroon1.pngEach relationship begins with thorough analysis of your current portfolio, cash flow, and personal balance sheet.

cropped-Logo-only-maroon1.pngWe work closely with you to review objectives, constraints and income demands with respect to risk tolerance and timeframe.

cropped-Logo-only-maroon1.pngTogether, we seek to develop a personalized written plan with distinct priorities, investment objectives, and measurable goals.

cropped-Logo-only-maroon1.pngWe analyze multiple investment strategies, estimate potential outcomes and make informed decisions regarding what we believe are the most appropriate solutions.

cropped-Logo-only-maroon1.pngWe continue to monitor the plan and communicate where we are in meeting your goals and discuss if necessary adjustments are needed to stay on track.

One of the strengths of the Aviance WealthPlan™ is the technology interface. This approach provides a summary of all of your investments whether they are managed at Aviance or other institutions. It allows us to deliver accurate and up to date advice on all your investible assets, and provides you with a clear, current and centralized view of your financial well-being. Additionally, we prepare your overall balance sheet, allowing us to view and report on your non-invested assets such as cash, mortgages, rental properties, illiquid assets and privately held businesses. By taking this approach, Aviance WealthPlan™ offers an on-demand financial plan that covers many aspects of your financial picture in a consolidated report.

cropped-Logo-only-maroon1.png

Retirement Income Planning:

cropped-Logo-only-maroon1.png

Estate and Trust Planning:

cropped-Logo-only-maroon1.png

Cash Flow Management:

cropped-Logo-only-maroon1.png

Tax Management and Reporting:

cropped-Logo-only-maroon1.png

Risk Management:

cropped-Logo-only-maroon1.png

Education Funding:

cropped-Logo-only-maroon1.png

Philanthropic Intentions and Charitable Giving: