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Personal Financial Management

Living the life you want.

Our personal wealth management advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

That’s why we’ve reinvented wealth management: We believe money should serve you and not the other way around. We call it Personal Financial Management. It will change the way you think about money—one decision at a time.

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3 steps to living the life you want.

Personal Financial Management follows a simple, three-step process:

Ic number one

Understand what’s important to you

Our digital discovery process helps you gain an understanding of what’s important to you. We’ll help you clearly articulate your intentions, goals, and priorities, so your money is working toward the life you want.

Ic number two

Plan in a dynamic way

Once your wealth management advisor has a clear understanding of what you want your money to accomplish, we help identify the trade-offs you are willing to make to achieve the life you want to live.

Ic number three

Personalized implementation

Life is unpredictable. Our wealth management advisors believe that success comes when you engage regularly to adapt your plan as life unfolds. Our process helps you implement your personalized plan with confidence.

We help you invest in what matters to you.

We apply the same client-first thinking to investments. We tailor investment solutions around your specific needs and preferences. We will use our guidance-driven investing model to create a unique investment portfolio that is right for where you are in life now with the goal of having results you expect throughout your lifetime.

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More than 240 financial advisors in 70+ offices to serve you.

Find your local advisor and plan your financial future. With more than 240 financial advisors across 30 states and 70+ offices, we can help you implement a financial plan tailored to your personal goals.

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