Broker Check

Wealth Management Formula

Ryan Hobbs Investment Services, Inc. Wealth Management Formula

WM = IC + AP + RM
Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

IC = INVESTMENT CONSULTING
Investment Consulting = Historical Portfolio Performance Analysis + Risk Evaluation + Asset Allocation + Investment Policy Statement Building and Review + Investment Management + Portfolio Protection

AP = WE + WT +WP + CG
Advanced Planning = Wealth Enhancement (tax and cash-flow planning) +Wealth Transfer (transferring wealth effectively; may or may not be within a family) + Wealth Protection (risk mitigation, legal structures and transferring risk others) + Charitable Giving (to the extent you are so inclined)

RM = CRM + ENRM
Relationship Management = Client Relationship Management + Expert Network Relationship Management


Click here for a graphical illustration

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