Wealthily Wealth Management: Building Your Legacy with Purpose
We believe that wealth is more than numbers it’s personal, meaningful, and deeply tied to your life’s purpose. Whether you’re preserving a legacy for future generations or embracing new financial opportunities, we’re here to walk with you every step of the way.
Our approach to wealth management is built on trust, empathy, and personalized guidance. We understand that no two journeys are the same, which is why our dedicated advisors work closely with you to craft a customized plan tailored to your unique goals, values, and priorities. We focus on both growing and protecting your wealth, ensuring that you achieve lasting financial freedom for yourself and those you care about.
A Personalized Approach to Wealth
We know that wealth isn’t just about today it’s about empowering every generation to achieve more tomorrow. We take the time to understand your financial story, your aspirations, and your concerns. Whether you’re preparing for retirement, buying your first home, or planning for your children’s future, we’re committed to helping you turn your goals into reality.
We provide comprehensive wealth management solutions that are rooted in:
✔️ Strategic Growth: Ensuring your wealth grows sustainably over time
✔️ Risk Protection: Safeguarding your assets from market fluctuations
✔️ Legacy Planning: Securing your family’s financial future for generations
Your dedicated Wealthily advisor
Your advisor will get to know you and what’s important to you. Together, you’ll create a customized plan that can evolve as your life does.
Comprehensive planning
Your plan can be designed around all the things that matter to you and your family—from retirement and estate planning to managing around taxes and the rising costs of health care.
Personalized investment management
Our experienced team will build a strategy around your unique goals, preferences, and comfort with risk, then proactively manage your portfolio.
Get wealth strategies and timely market updates
Insights from Wealthily Wealth ManagementSM provides you with the latest thinking from our top thought leaders on retirement income, estate planning, taxes, investing, and more.
How we can work together
Through one of our eligible advisory offerings
Wealthily Wealth Management
Your Wealthily advisor will provide access to planning and ongoing investment management based on your financial picture.
General eligibility:
$500,000 managed through Wealth Services2
Gross advisory fee: 0.50%–1.50%3
Wealthily Private Wealth Management®
You’ll have your own wealth management team, led by your Wealthily advisor, and comprehensive financial planning and investment management.
General eligibility:
$2 million managed through Wealthily Wealth Services or Wealthily Strategic Disciplines and $10 million or more in total investable assets4
Gross advisory fee: 0.20%–1.04%3, 5
Tax-smart strategies
If you’re concerned about the impact of taxes on your investments, we apply a range of tax-smart investment techniques to managed portfolios throughout the year designed to help you keep more of what you’ve earned.
Separately managed accounts
We offer portfolios of individual securities consisting of a single asset class that can be personalized in pursuit of a specific investment objective.
Fixed income and bond investing
We can help you evaluate whether purchasing individual bonds might be a good fit for you—and could potentially save you up to $15 per bond.8
Wealth Advisor Solutions®
Your Wealthily advisor can connect you with third-party investment advisors who offer specialized services like integrated tax planning and preparation, fully customizable investment solutions, and strategies for concentrated positions.
Trust services
We offer a range of trust solutions for inheritance and estate planning. We can act as trustee or co-trustee or, in some instances, serve as an agent for an individual trustee, providing clear communication and assistance with record keeping, disbursements, and tax returns.