Wealth Management
Learning how to Build Wealth and Live Wellthy™ is the basis to true financial and life success.
Discover how to simultaneously create spending freedom along with financial and personal security.
We help you design and elevate your lifestyle for today and tomorrow. With opportunities to serve clients nationally, we offer comprehensive, value-based wealth management services to our clients, including investment management, retirement planning, executive compensation, tax strategies and multi-generational wealth planning.
HOW WE MANAGE WEALTH DIFFERENTLY
Relevé Financial Group brings you the Legacy Program – Providing One-on-One Advice and Comprehensive Wealth Management.
We believe wealth should be built aligned to one’s total well-being. We want our clients to earn incomes from their strengths, spend money from their values and reach investment portfolios that support exactly how they choose to live. Not only do we manage our clients’ total investable assets, but we also engage in comprehensive Wealth Alignment Planning to ensure lifestyle goals are being met. To maximize wealth, we believe investments need to efficiently grow and taxes need to be minimized, and that is why we include tax strategies and annual tax filing with our services. Our goal is for our clients to achieve both financial security and financial freedom at the same time.
What You Get with the Legacy Program:
The Fiduciary Team at Relevé Financial Group acts as an extended part of your family, working with you one-on-one helping you achieve your wealth goals in a seamless and convenient way.
- CERTIFIED FINANCIAL ADVISORS®
- BEHAVIORAL FINANCIAL ADVISORS™
- CERTIFIED FUND SPECIALIST
- CHARTERED RETIREMENT PLAN COUNSELORS ®
- CERTIFIED PUBLIC ACCOUNTANT
- ESTATE ATTORNEY*
*additional charges apply
WE HOLD OURSELVES TO THE HIGHEST INDUSTRY STANDARDS
Are you looking for a comprehensive wealth building advisory relationship?
Do you want access to low-cost investment strategies that are tax efficient?
Do you wish you had a concierge team to coordinate all aspects of your wealth building?
Our team takes a holistic approach to cash flow alignment, investment management, retirement planning, protection planning, tax preparation/filing and estate planning so you can truly LIVE WELLthy™.
What You Can Expect
After an initial discovery call, we request financial data from you so we can create your personal WELLthStyle™ Plan.
We connect you with your own Private Wealth Advisor who will lead and manage the development and implementation of your plan.
Once implemented, we proactively schedule future connections to ensure growth and goal tracking.
You receive full access to our concierge team for questions, money transfers and additional advice.
Relevé Financial Group operates as a fee-based advisory firm which allows its advisors to act objectively and have freedom from a potential conflict of interest that can arise when advisors sell financial products versus receiving a fee for service. Relevé Financial Group charges an advice fee that is a percentage of advisable assets under management and does not receive any other compensation from its custodian.
