Wealth Management Begins Here
WHEN IT COMES to managing your money, you should start by asking more questions.
What if your investment advisor, accountant, attorney, and insurance broker were all working toward the same goals on your behalf? What if your financial advisor routinely consulted your tax accountant to help minimize the taxes you pay and enhance the tax efficiency of your portfolio? What if your investment advisor talked with your insurance agent, trying to save you money? What if your investment advisor offered peer review on plans they developed for you and went beyond traditional financial planning issues of retirement and legacy planning to cover your business, your lifestyle aspirations, your concerns regarding family, health, and career? And what if your particular situation required that you bring in experts — attorneys, realtors, M&A advisors, and business valuation consultants? Would your current investment advisor be able to help? GHP Investment Advisors (GHPIA) would. We provide integrated, comprehensive wealth management services in collaboration with these other professionals.
We work to help you protect and enhance your life wealth — and reach your goal of financial security. And it all starts with the development of a comprehensive financial plan. It pulls together the financial issues that you can expect to face during your lifetime.