Wealth Management BC
Understanding Wealth Management BC
There is nothing more satisfying than knowing you have the upper hand in growing your wealth as you accumulate it. Wealth management is a vast area where we cover subjects on investment vehicles, asset management, and necessary financial strategies to safeguard your wealth. Safety is not all we educate our clients on but how they can do more to ensure that their wealth grows. We can handle both high net worth clients and average earners who feel that they have assets they would like to grow and protect.
Fenske Financial Coaching is for everyone who understands that wealth management goes a long way in safeguarding the future regardless of how small their assets, investments, and estates are. We review what you want from your wealth and develop a plan to help you achieve your goals. All of our clients benefit from completing a Personal Wealth & Estate Inventory.
Wealth management also includes other aspects such as estate planning and taxes. Estate planning can generally be a tricky field to navigate for our clients, especially when they don't understand government regulations, and the requirements of stakeholders such as business partners, farm partners, blended families, etc. Sometimes, clients have difficulty deciding how to designate assets and responsibilities in a fair, transparent manner. We discuss your unique situation, including farm succession, and then provide options and scenarios, answer questions, and assist with third party conversations.
If you find you need estate planning, you can call upon us, and we will be able to direct you to areas of your life that require specific assets and planning. We do not decide for you; instead, we educate you about passing on your assets in ways that are fair and helpful, with a focus on reducing taxes, and enabling continued growth. Contact us to make an appointment at firstname.lastname@example.org.