SAAM
Financial Planners Can’t Do it All so….it’s Time for a New Approach to Wealth Management
Advisors need a new framework to evaluate all the critical facts.
Advisors need an institutional and independent fiduciary process to integrate financial planning with investment management.
The SAAM (Strategically Aligned Asset Manager) model has two parts:
The financial advisor acts as the client’s Chief Wealth Officer, and AS WM acts as the Chief Investment Officer.
Together, the SAAM model delivers vast, integrated resources to create a unique fiduciary approach to wealth management.
SAAM- Services- Individuals
Portfolio Management and Investment review
Lifestyle Return Benchmarks
Lifestyle Wealth Assessments
Asset Protection
Estate Planning
Real Estate Planning
Tax Planning
Insurance Planning
SAAM- Services- Business Owners
Portfolio Management and Investment review
Asset Protection
Business Planning
Employee Benefits
401ks and Pension Plans
Tax Planning Strategies
Business Valuation
Business Succession Planning
Your team may work closely with other professionals in specialized areas including tax and legal.
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Ready to learn more about AS Wealth Management and why we may be a good fit to help provide better risk-adjusted return portfolios to your clients while simultaneously helping you better market yourself and grow your revenue!
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The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Advisor Share Wealth Management does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Advisor Share Wealth Management or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carries an inherent element of risk, including the risk of losing invested principal.
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