Individuals and families appreciate that Aureus goes beyond investment management to offer a wide range of wealth management services, including:
- Financial planning
- Asset allocation
- Advice on topics like expense budgeting, saving for college, retirement planning, and philanthropy
We offer every wealth management client a quarterly investment review, which covers portfolio performance, the rationale behind our investment decisions, and advice based on your specific circumstances.
Finally, we will work with your CPA, estate planning attorney, and other professionals to execute your wealth management plan — or, if desired, connect you with trusted sources within our referral network.