What is Wealth Management?
Some of the most important things in life require a helping hand – wealth management helps ensure things unfold as you wish, during your lifetime and beyond. Whether that means assisting with your plans for retirement, securing your family’s future, or advising on asset management, we can help.
Our professional Wealth Management team will work with you – much like your legal and accounting resources. We work hand in hand every day with people just like you. We specialize in liberating clients from the day to day burden of having to deal with all that goes into wealth planning. Empowering them to pursue and attain their financial goals so that they have more time, confidence, and peace of mind to do what they are passionate about.
Our Wealth Managers will give you advice on a variety of services, including investments, retirement and trust. Here’s how we help you:
1. Understand Your Mission
Sweat Equities and Trust limited gets to know you and your priorities. It’s an in-depth approach that helps make sure our advice reflects what is most important to you and your family.
2. Craft and Implement Your Plan
We’ll help you create your financial plan. We will use our Financial Plan to guide you through scenarios that will help get you on your ideal financial path.
3. Monitor and Maintain
We can review your financial plan regularly and help you manage your resources to keep progressing toward your goals. Plus, you have access to a full suite of retirement and investment products.
We have a keen multi-disciplinary appreciation of the dynamics of family business and private wealth and use this to help you build on the positive aspects of your private wealth and family enterprise.
Helping your family grow and protect its wealth
Sweat Equities and Trust Wealth Services offering brings together experienced professionals who specialize in working with individuals and families, privately-owned family businesses, family offices, and their advisors. We have a keen multi-disciplinary appreciation for the unique dynamics of family business and private wealth and use this to help you build on the positive aspects of your private wealth and family enterprise, while anticipating and helping you mitigate risks and conflicts.
In today’s regulatory landscape, it is essential that individuals optimize strategies and structures used to manage their wealth and ensure that these are fit for purpose.