WEALTH MANAGEMENT

As You Continue To Grow, So Do Your Financial Needs

Whether you have achieved your success through our wealth building process or received a significant inheritance, we will continue to serve you with your changing needs. Our Wealth Management program is a structured and thoughtful process that provides family-specific custom investment solutions, advanced planning and relationship management. Pope Financial will continue to assist families with a range of financial challenges beyond their investments, including:

Wealth Enhancement is the process of using strategies to maximize the tax efficiency of current assets and cash flow while achieving both growth and preservation goals.

Wealth Transfer intends to find and facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets our clients' wishes.

Wealth Protection is aimed at mitigating our clients' risk exposure and protecting their wealth against potential creditors or litigants.

Charitable Planning helps fulfill charitable goals. If appropriate, we help to maximize the effectiveness of a family's charitable intent with thoughtful philanthropic investment planning.

Once we establish a comprehensive understanding of the family's needs, we work on its behalf with our network of carefully selected expert consultants, a team of specialists including trust and estate attorneys, tax planners, accountants and insurance experts, to design a comprehensive wealth management plan.

Disclosure: A copy of our ADV-II (the SEC disclosure document) is available upon request. This document describes our firm, our strategies, techniques, fees, and backgrounds. Securities in managed accounts are held at various brokers, banks and trust companies.