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Home / Plan & Invest / Wealth Management FAQs
While fee structures vary across comprehensive wealth management services, typically, fees are based on a client’s assets under management (AUM).
To open an account, schedule a meeting with one of our Wealth Advisors to begin the discovery process and discuss your financial goals. After that, we’ll guide you through the steps to establish your new account.
The minimum investment required varies based on the type of account and your individual needs. Our Wealth Management Advisors can provide tailored solutions for all levels of funding to ensure your financial goals are met.
Visit our retirement calculators page to begin estimating your retirement needs.
Estate planning is the process of arranging how an individual or family will transfer their assets after death, while also considering the individual’s needs before death. The goal of estate planning is to preserve the most wealth possible for the beneficiaries while also giving the individual flexibility.
A trust is a legal arrangement where an individual, known as the settlor, gives assets or property to another party, the trustee, for the benefit of a third party, the beneficiary.
Probate is a legal process that takes place after someone dies to validate their will and distribute their assets to their beneficiaries. It’s a court-supervised process that involves many steps, including: Validating the will: The court confirms that the deceased’s will is valid Appointing an executor: The executor is responsible for administering the estate and distributing assets to the beneficiaries Gathering assets: The executor gathers the deceased’s assets, which may include real estate, bank accounts, investments, and personal property Determining debts: The executor determines the debts left behind, including taxes and funeral costs Paying bills: The executor pays off the debts and any estate taxes owed Distributing assets: The executor distributes the remaining assets to the beneficiaries.
Both accounts offer unique advantages that can help you maximize your retirement savings. Contributing to both savings account will enable you to maximize tax benefits and contribution limits, diversify investments, receive employer matching contributions and more flexible withdrawals.
Contact us today to schedule a consultation with one of our experienced advisors. Let’s work together to create a financial plan that brings your dreams to life, right here in Northeastern Pennsylvania and the Lehigh Valley.
