Wealth planning is a comprehensive process of understanding clients financial, family and philanthropic goals in the context of their current resources and projected cash flow. Wealth planning at Ferguson Wellman and West Bearing leverages our Wealth Horizon™ planning process for clients includes:

• Wealth projections

• Asset allocation

• Cash flow and spending analysis

• Goal-based planning

  • Home purchase

  • Major purchases

  • Gifting

  • Philanthropic strategies

  • Education planning

The Wealth Horizon™ process can be especially helpful in forming a plan or evaluating your readiness for retirement, reviewing your asset allocation, prior to making large family or charitable gifts and in identifying many ongoing planning opportunities and risks. If you have not completed a Wealth Horizon™ or changes have occurred in your life that warrant a refresh, please contact your portfolio manager to begin the process.

Take a look at our wealth planning approach here.