ADVISORY SERVICE
Everything we do is focused on maximizing financial wealth, while minimizing financial risk.
Our members have the unique and complex needs of affluent and multi-generational families. As specialists in wealth creation, preservation and transition planning, Senatus Wealth combines our expertise with the resources of your existing group of advisors to create wealth, reduce and save tax and put you in a position to succeed in achieving your goal of a smooth transition for your remarkable level of wealth.
HELPING YOU REALIZE YOUR VISION
We commit to constantly evolving our solutions and advice. Our expertise, knowledge and experience lend to our effective member experience and the compliant and clear financial solutions that bring remarkable results to your family, your business and your community.
CUSTOM ADVICE, WITH A PERSONAL TOUCH DEDICATED TO YOU.
Our team collaborates with your corporate leaders, tax and legal advisors to create, preserve and transition your wealth. Our strategies require a thoughtful, specialized multi-disciplinary tax, legal and wealth management team to implement and maintain. This means that we enjoy the requisite skills and aligned self-interest in your goals that accompany an excellent level service and personal attention that lead to maximizing the probability of achieving your unique goals.
PROCESS
Initial, private discovery meeting to orient advisory group, objectives and expectations. Listening to your top of mind goals today to address the opportunities of tomorrow - Bringing a clear perspective, specialized expertise and an action plan you can count on.
Careful, and considerate document review and consultation for all relevant information – Making valuable suggestions that take advantage of opportunities that are consistent with your longer term plan.
Completion of applicable wealth management, tax, legal, financial and risk management planning. Employing competence, forged over time and through experience with complex financial matters, translated back to you simply.
Consistent, regular collaboration with your family and advisory group to help you enjoy the lifestyle that your financial capacity will afford you and the generations that follow. Bespoke, thoughtful wealth management, completed with meticulous attention to detail, built around you.