Wealth Management

At Plancorp, we help families create financial legacies through independent and intelligent wealth management solutions. How does Plancorp define wealth management, and where does the financial planning piece fit into the process?

Wealth Management = Asset Management + Advanced Planning + Relationship Management

Advanced Planning includes the following strategies:

Wealth Enhancement
Wealth Transfer
Wealth Protection
Charitable Giving

In addition, Plancorp often serves the role of the "financial quarterback" of a client's advisory team. This usually includes the client's attorney, accountant/tax advisor, along with their insurance representative. Meetings dealing with estate planning issues often involve one or more of the above professionals.