Wealth management is a thoughtful process that requires careful analysis, customized solutions and objective, personal attention to a client’s unique financial goals. We understand that clients rely on you for answers, and you rely on us to provide suitable supporting resources.
Investacorp, along with our sister companies, are able to provide the combined services of a national broker-dealer, a registered investment advisor, an insurance agency, investment bank and more. This multi-company support structure allows Investacorp’s independent advisors to guide clients through all areas of wealth management. This includes tax-efficient wealth accumulation, retirement income planning, college planning, financial risk management, estate planning and business exit strategies.
Our objective, open-architecture approach to product and service deployment allows our advisors to select the most appropriate business model for their practice. Investacorp’s infrastructure, technology and flexible service platforms support our advisors’ ability to successfully manage various types of client relationships and needs.
Our wealth and estate planning services include: