Wealth Planning
A Total Wealth
Management Strategy
Understanding your goals is only the first part of your financial plan—it’s the motivations behind them that make each one unique.
Whether you’re accumulating, preserving, or distributing your wealth, we’ll be there to support you every step of the way with our fully integrated wealth planning solutions.
Our Services
What We Offer
Our fully integrated approach combines portfolio management with comprehensive financial planning. We ensure that every aspect is considered—including tax efficiency, estate planning, and wealth transfer—to provide truly handcrafted solutions.
Balancing today’s needs with tomorrow’s goals through comprehensive, integrated planning.
Balancing today’s needs with tomorrow’s goals through comprehensive, integrated planning.
Cross today’s needs with tomorrow’s goals through comprehensive, integrated planning.
Estate today’s needs with tomorrow’s goals through comprehensive, integrated planning.
Family governance today’s needs with tomorrow’s goals through comprehensive, integrated planning.
Wealth transfer today’s needs with tomorrow’s goals through comprehensive, integrated planning.
Tax planning today’s needs with tomorrow’s goals through comprehensive, integrated planning.
Charitable giving today’s needs with tomorrow’s goals through comprehensive, integrated planning.
Client Exclusives
Craft Your Legacy
You’ve spent a lifetime building your wealth, now it’s time to make it work for you. We help turn your success into lasting stability, meaningful security, and a legacy that endures for generations with exclusive tools and services.
Wills & Estates
Everyone deserves a Will, an estate plan, and professional support to shape your family’s future. With our comprehensive offering, you can transform decades of accumulation into generations of wealth.
- Receive a complimentary Will
- Designate Powers of Attorney
- Minimize wealth transfer costs
- Craft a meaningful, enduring legacy
- Fully encrypt and secure critical documents
- Access professional executor and settlement services.
Why plan for years when you can create for generations?
askROBIN
Meet askROBIN—the AI-powered chatbot that delivers instant, personalized financial insights without the wait. With it, you’ll have confidence at your fingertips at all times.
- Decode complex financial terms
- Integrated conversations with your advisor
- Make informed daily decisions
- Trained on advanced datasets
- Wide breadth of financial knowledge
- Answers specified to your circumstances
Find clarity and reassurance whenever you need it.
Advanced Planning
Whether it’s for business succession, blended family dynamics, or philanthropic goals, our advanced financial planning team identifies and implements strategies that complement—not complicate—your life.
- Comprehensive tax optimization
A total wealth strategy goes beyond investment management.
Our approach
Holistic Financial Planning
In a world of opportunity, why not find one as unique as you are?
With Bellwether, your portfolio will be customized according to your specific needs and goals. We understand that seeing the big picture means seeing all the details, no matter how small they are.
We understand that seeing the big picture means recognizing every last detail, no matter how small it seems.
