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Personal Planning

With You at the Center

Financial planning should be personal. We understand that. Each of our clients has a different perspective on many key matters, such as wealth, philanthropy, family goals, healthcare needs, and lifestyle ambitions. These charts below are just the tip of the iceberg. We listen carefully to our clients and work together to build unique, comprehensive plans with attention to each client’s specific needs and ambitions.

High-Net-Worth Investors Working With a Financial Advisor

Blue and gray circle graph with blue 66% in the middle

Desire Increased Personalization

Blue and gray circle graph with blue 39% in the middle

Already Switched/
Added a New Relationship in the Past Three Years

Source: PricewaterhouseCoopers HNW Investor Survey, 2022

Top Financial Goals of High-Net-Worth Millennials

Blue and gray circle graph with blue 38% in the middle

Investing in the Stock Market

Blue and gray circle graph with blue 33% in the middle

Saving for Retirement

Blue and gray circle graph with blue 27% in the middle

Starting a Company

Blue and gray circle graph with blue 2% in the middle

Other

Source: RBC Wealth Management – U.S. Survey, 2022

Confidence Level of Retirees Who Believe They Can Take Care of Their Basic Expenses During Retirement

Blue, light blue, and gray circle graph with blue 43% very confident, light blue 40% somewhat confident, and gray 17% Not Too or Not at All Confident to the right

Source: Employee Benefit Research Institute and Greenwald Research, 2023 Retirement Confidence Survey

Women and Men Have Different Concerns About Financial Goals

Blue, light blue, and gray circle graph; blue women 46.4% and light blue Men 35.7% in the middle

Outliving Assets in Retirement

Blue, light blue, and gray circle graph; blue women 37.5% and light blue Men 32.4% in the middle

Tax Reduction

Blue, light blue, and gray circle graph; blue women 44% and light blue Men 32.8% in the middle

Poor Market Performance

Source: McKinsey & Company, July 29, 2020