The Rainier Group's Wealth Advisory Services:
Strategic planning for the affluent Individual
Because Wealth Should Create Opportunities
With financial success often comes the challenge of making difficult decisions that affect your financial stability and the lives of people you care about. Many affluent individuals find they have less and less time to manage increasingly complex financial matters such as:
- Multiple retirement accounts
- Financial assets spread among diverse brokers or money managers
- Management of real estate properties
- Deferred compensation plans
Corporate wealth events, such as the conversion of stock options or sudden wealth through inheritance, can leave individuals unprepared and unsure what to do.
Wealth Advisory Services gives our clients back the sense of wealth as a source of freedom and opportunity. We'll help you explore opportunities to protect, grow, manage and transfer your wealth in ways that are important to you.
Wealth Advisory helps you make and implement important financial and life decisions. It's far more than financial or investment planning. It's about creating a strategic plan for your life and receiving the support of specialists who can help you implement the plan to achieve your goals.
We offer sophisticated consulting tools and a depth of expertise in wealth management.
- We are experts in developing financial strategies for affluent individuals.
- Our recommendations are unique and tailored to each client's situation.
- We work side by side with clients' existing accountants, attorneys, and other advisors to maintain continuity of planning and execution.
- We support the client's decision-making process and we stay involved until the client's plan is implemented.
Since 1988, The Rainier Group has worked with affluent individuals and business owners to help them achieve personal, business and financial objectives. Focused on the affluent individual, Wealth Advisory Services can help you explore and plan for your future, and keep you on course.
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