The good news is, you’re succeeding. But the financial stakes of your decisions are getting higher. Today, your financial situation is more complex and you’re looking at how to grow and safeguard your assets.

You may be asking:

Who can help me with wealth planning?

When it comes to growing wealth, it’s critical to map out a wealth plan with your goals and time horizons. Together with your ÃÛ¶¹ÊÓƵ Financial Advisor, you’ll explore strategies and solutions including:

  • Wealth planning
  • Alternative investments
  • Investment Advisory Services
  • Securities Backed Lending (SBL)

How do I put cash to work?

Cash can be a powerful tool when you deploy it strategically. As a ÃÛ¶¹ÊÓƵ client, your Advisor can help you make the most of it through strategies and solutions such as:

  • Cash management
  • Resource Management Accounts (RMAs)
  • ÃÛ¶¹ÊÓƵ Bank USA Core Savings Accounts
  • CDs

Banking and lending services are provided by ÃÛ¶¹ÊÓƵ Bank USA, a subsidiary of ÃÛ¶¹ÊÓƵ Group AG. ÃÛ¶¹ÊÓƵ Bank USA, Member FDIC, NMLS no. 947868.

How valuable is insurance?

Any successful plan to grow wealth includes protecting it. Your ÃÛ¶¹ÊÓƵ Financial Advisor can help you have the right insurance for your goals, with solutions that include:

  • Life insurance
  • Long-term care insurance
  • Disability insurance
  • Annuities

Insurance products are made available by ÃÛ¶¹ÊÓƵ Financial Services Insurance Agency Inc. and by other insurance licensed subsidiaries of ÃÛ¶¹ÊÓƵ Financial Services Inc. through third-party insurance companies unaffiliated with ÃÛ¶¹ÊÓƵ Financial Services Inc.Ìý

Long-term care insurance may have a number of particular exclusions, limitations, reduction in benefits or other terms under which the policy may be continued in force or discontinued. For costs and complete details of the coverage, clients should contact their ÃÛ¶¹ÊÓƵ Financial Advisor.

See how ÃÛ¶¹ÊÓƵ can help a client grow their wealth

Case study
Close-up of senior woman

Situation:

Situation: Jane is an HR director at a global technology firm who recently received a raise and more company equity. She has a nanny helping her take care of her two children and would like to leave them an inheritance as well as ultimately support a well-known performing arts organization. Even with more income, Jane needs to be strategic about how she saves, invests and protects her wealth to meet all of her goals.

Solution: Jane and her ÃÛ¶¹ÊÓƵ Advisor had a conversation about what was most important to her. Together, they agreed on:

  • Creating a wealth plan that covered 360° of her financial life with customized solutions and connections to a network of professionals
  • Switching her investments from a brokerage to an Advisory Account, where her Advisor could make investment decisions, offering both expertise and saving Jane valuable time
  • Adding life insurance to protect her growing wealth and her children’s future

*Scenarios do not depict actual clients, but are typical situations of how ÃÛ¶¹ÊÓƵ and its Advisors can improve the financial lives of ÃÛ¶¹ÊÓƵ clients.

Wealth planning

To help you grow your wealth, a ÃÛ¶¹ÊÓƵ Advisor can work with you to create a wealth plan that covers 360° of your financial life and connect you to a network of experts.

Portfolio Management Program (PMP)

You can take advantage of your ÃÛ¶¹ÊÓƵ Advisor’s expertise and save yourself valuable time by having your Advisor make investment decisions for you through our PMP.

Life insurance

In order to protect and preserve your wealth for your loved ones, your ÃÛ¶¹ÊÓƵ Advisor can incorporate life and insurance into your overall wealth plan.

Explore other life stages when you may need financial guidance

The strength and stability of a global leader

Corporate profilepdf, 111 KB
ÃÛ¶¹ÊÓƵ—a partner you can count onpdf, 116 KB
How we safeguard your cashpdf, 129 KB

Approval Date: 7/30/2024 Expiration: 7/31/2025 Review Code: IS2403725