The Village Wealth Management Team’s approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, we conduct a deep analysis of the individual’s current lifestyle, goals, and aspirations. This is complemented with an understanding of the prospect’s concerns and fears—i.e., “what keeps them up at night.”
When developing an asset allocation, we take full advantage of all resources provided by the firm. Commonwealth Financial Network® is one of the largest purveyors of asset managers in the industry and, therefore, has access to an incredibly wide selection of investment managers, funds, and products on behalf of clients. The Village Wealth Team utilizes the findings of Commonwealth’s platform resources and makes catered investment recommendations for each client.
We also strive to ensure that the clients’ and their families’ wealth is sustainable. By providing estate and trust reviews, assisting families develop a mission statement, and promoting philanthropy and foundation development, we help families preserve their wealth in a way that is aligned with their goals. In addition, we understand short-term needs are important to maintaining a calm and healthy day-to-day lifestyle. Through Commonwealth’s online platform, we assist clients in setting up routine bill pay and help ensure they have enough liquidity for unexpected cash needs.