Planning is a Personal Experience
Wealth Planning Is a Journey
Wealth planning is the experience of figuring out where you are today, where you want to go, and developing a roadmap to help guide you through life’s transitions.
Our unique approach to identifying your priorities allows you to share your story. We don’t believe in questionnaires, and we don’t impose our own feelings or opinions when learning about your goals.
The focus is on you, and we work to provide objective ideas and strategies that may lead to what you define as success. For us, success is defined not by a benchmark, but in helping you live the one life you have in the best way you can.
Our services are designed to enrich your life and the lives of your loved ones. We can guide you through the many facets of wealth planning, including:
Trust & Estate Planning
Business Owner Advisory Services
Executive Compensation Planning
Generational Wealth Transfer
A Plan Tailored to You
Through careful listening, we identify your priorities to understand what’s important to you now and for the future. We provide ongoing and proactive strategic advice as we work to succeed for you. Your needs are always at the forefront of our wealth management process, and your financial goals are central as we curate your optimal plan.
Vice President and Senior Wealth Planner Kate Brown describes the planning experience you can expect at Fort Washington Investment Advisors Private Client Group.