At Aureus Asset Management, we’re proud to serve as trusted advisors from one generation to the next. Our team is skilled at navigating the complex financial issues families often face, simplifying their affairs. We provide a comprehensive array of services, customized to fit individual client needs.
Planning
We create tailored, comprehensive financial plans for retirement, income needs, philanthropy, and generational wealth transfer.
Coordination
We coordinate with trusted professionals, including trust and estate attorneys, accountants, trustees, insurance providers, and property managers.
Investment
We create and manage customized investment strategy and portfolio aligned with your goals and priorities.
Administration
We aggregate your assets to simplify record-keeping, and administer your finances, including setting up operating accounts for spending needs, managing distributions, and comprehensive financial reporting.
Financial Concierge Services
Through our Professional Services group, Aureus can also provide a host of concierge services, freeing you to focus on other matters. Services include:
- Bank account monitoring and reconciliation
- Bill payment and expense tracking
- Financial record-keeping
- Tax preparation support
- Insurance monitoring
- Mail management
- File digitization and organization
- Digital password vault
