Whether you are in the wealth creation, wealth preservation or wealth transfer stage, Gauthier Wealth Management will create the right plan for you. Overall, we analyze your budgeting & current cash flow, retirement planning, education funding, insurance needs, tax planning, estate planning, long-term care planning and distribution strategy depending on what wealth phase you are in. We strive to create a comprehensive plan that can also include business planning, trusts and charitable planning.
We spend considerable time reviewing your current situation and what it will take for you to achieve your goals. We put together an action plan that you will need to follow in order to give yourself the best chance for success so you can continue to live life the way you want to live.
CORE QUALITIES OF GAUTHIER WEALTH MANAGEMENT PRACTICE
- Holistic & Comprehensive
- Client Focused & Product Neutral
- Definitive Recommendations
- Credentialed Professionals
- Appropriately Innovative
- Nothing Left Undone
GAUTHIER WEALTH MANAGEMENT CHARLOTTE FINANCIAL PLANNING DISCIPLINES
- Cash Flow and Retirement Planning
- Investment Planning
- Risk Management
- Education Planning
- Estate Planning
GAUTHIER WEALTH MANAGEMENT PROVEN APPROACH
- Define Areas for Review
- Identify Client Goals and Needs
- Conduct Financial Review and Analysis
- Identify Issues and Present Recommendations
- Implement Agreed Upon Recommendations
- Monitor and Adjust Course as Needed
