How We Help You

You need not consider yourself “wealthy” to benefit from the disciplines of wealth management. That’s because wealth management is not limited to investing and accumulating money.

Wealth management at Emerson addresses the how and why of the many financial factors that surround your money, and produces solutions designed to:

  • Develop a plan to access your various pools of wealth in retirement
  • Match your investments to your interests, lifestyle and risk tolerance
  • Preserve funds from erosion related to taxes, health care costs and inflation
  • Establish optimal ways to transfer wealth to your family, to a favorite charity or to your alma mater.

Emerson Investment Management’s wealth management service connects your current financial picture with solutions designed for continuity and peace of mind.

Move your curser over each aspect of our wealth management services to learn more.

Click here to get started with Emerson.