Our job is to analyze, understand, measure, and prepare for what will reduce the value of your invested capital.
The Biddle Johnston Wealth Management Team has over 75 years of combined experience serving wealth needs of businesses and individuals. We are committed to building solid, long lasting relationships with our clients. Keeping clients informed is a top priority for us; whether by email, phone or face to face meetings. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on any administrative issues that may arise. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities, and changing market conditions.
We know that the most effective wealth management advisory relationships start long before we look at the numbers. It starts with a highly methodical, structured approach to wealth management. Our process has been honed and refined to help clients achieve their financial goals.
We take the time to discuss and understand your values, your aspirations, your current situation and how these affect the people that matter most in your life. We focus on matching clients’ portfolios to their personal goals, objectives, and time frames. During this discovery process we focus on goal based planning and estate planning.
Goals Based Planning
Financial planning is important because the process enables you to clarify your priorities so you can focus all of your resources on achieving your objectives. To attain your goals, you need to know where you are today, where you want to go, how you are going to get there and what you are prepared to do to make sure you reach them. We help to solidify the answer to the most important question in financial planning:
What goals do you have that require planning, money and time to accomplish?
Estate planning ensures that upon death, your assets are distributed according to your wishes. Regardless of your age, the size of your estate or the complexity of your situation, you need to be able to answer some basic questions with certainty. For example, does your plan ensure:
Your spouse or dependents will be financially secure?
Your family will maintain their standard of living?
Income taxes and other costs will be minimized and funded?
Your estate will be distributed as you intend?
Your assets and investments will be maintained if you become physically or mentally incapacitated?
For some investors, maintaining a traditional account simply does not suit their needs or lifestyles. These individuals prefer to enter into a relationship with a personal Portfolio Manager to take them to the next level of investing. You have the peace of mind that comes from having a direct connection to the people making the investment decisions in your portfolio. It is a win-win situation. You are directly in touch with your Portfolio Managers, yet are not required to oversee each decision. And, you have more time to pursue your other goals and interests.
We welcome and sincerely appreciate referrals from our clients, and recognize that personal recommendations have been an important factor in our growth over the last 25 years.
To arrange your complimentary consultation or for more information on any of our services, please contact Shirley Andrews at (780) 945-5238 or toll-free at 1 (800) 661-7423