Comprehensive Wealth Management
At Vansant Mewshaw, our goal is to provide holistic advice for our clients. Many times we become a family's personal chief financial officer, providing guidance not only on investments but various planning aspects. Topics include but are not limited to:
Since some of these services require a high degree of specialization, we often work with other professionals, including the client's existing advisers to make sure that their situation is as optimal as possible.
- Retirement Planning
- Portfolio Management
- Tax-Efficient Investment Strategies
- Budgeting
- Charitable Giving
- Insurance Analysis
- College Savings Plan Consulting
- Long Term Care Analysis
- Legacy Planning
- Trust Services - provided by Charles Schwab
- Trust Administration - provided by Charles Schwab
Since some of these services require a high degree of specialization, we often work with other professionals, including the client's existing advisers to make sure that their situation is as optimal as possible.
410-825-8844
1-800-241-0185