Wealth Management
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Our Approach to the financial planning process includes:
With regular planning as an integral part of your personal wealth management process, you can get clarity and confidence for you and your family. |
Our investment philosophy is based on a few key principles.
Your personal portfolio will be based on proven factors such as your tolerance for risk, your need for liquidity, your tax circumstances and most important, accomplishing your financial goals. Our Approach to Asset Management includes:
Multiple Manager Strategy One of the benefits of working with Eric Bertz and Lincoln Financial Advisors is access to a wide array of institutional money managers to help optimize your portfolio’s performance. Instead of representing one money manager, we act as a wealth strategist on your behalf, providing access to a wide range of institutional money management firms because we believe no one firm or manager can specialize in everything. This approach allows us to access quality institutional managers and investment solutions in each discipline. With this model, we keep an objective eye on asset allocation, sector weighting, style drift and tax events. We have access to many investment management firms with portfolio managers who offer diversified investment philosophies. |
So many things could go wrong in a business – retirement, death or disability of you, one of your partners could change everything. Ownership could pass to unintended heirs and you may suddenly find yourself making key decisions about running your business with your partner’s spouse, children or heirs. Business succession planning is a roadmap which can provide clarity after the death, disability, or retirement of one of the partners or shareholders. Proper planning can help preserve the value of the business by protecting it from the loss of a key employee and guide the passing of ownership to the appropriate successor or successors. Our Approach to Business Succession and Continuity Planning includes:
Why leave to chance something which could cripple your business and destroy a significant part of your wealth? We will work with your existing business advisors to strive to optimize the impact of business succession planning to retain the value of one of your most valuable asset. |