A Full Range of Services to Address Your Financial Needs
There are many different financial disciplines that encompass a wealth management plan specific and relevant to your individual situation. At SSG Executive Advisory Group, we consider all of them when building a well-rounded plan. From managing and preserving your wealth, to leaving a legacy for your loved ones, these are key areas we address.
-
Managing Your Wealth
Our advisors offer comprehensive wealth management services that go far beyond investment management to address every essential matter that money touches. It is all in an effort to best serve you and your family, today and for every significant milestone along life’s journey.
-
Preserving Your Wealth
Preserving your assets and managing risk take on added urgency when you have reached a certain level of wealth. Maintaining your standard of living, providing for your family, generating income with minimal tax consequences, and safeguarding your wealth against unexpected events are concerns that we address for you – so you can focus on enjoying your life.
-
Building Your Legacy
When it is finally time to leave this world, what do you want to leave behind? How do you want to be remembered and who do you want to help? The wisest of people understand the impact of making their mark and making a difference. We can help you do just that. By collaborating with your tax and legal professionals, we can help develop a plan that enables you to maintain your lifestyle now while leaving a meaningful legacy long after you are gone.
