A holistic, evidence based approach to wealth management focused solely on the needs of healthcare professionals, their business and their family.
The management of your career and wealth requires a consistent and personalized approach. Our mission is to ensure you achieve your wealth management goals at every stage of your career. A sound financial plan encompasses your full financial situation and we will take the time to learn about you and what is most important to you. We can then make informed financial decisions and create a meaningful and accurate strategy, that can be seamlessly adjusted as your wealth and circumstances change.
Insurance & Risk Management Solutions
We work with the world’s largest financial institutions to provide you with the appropriate risk management strategies to meet your individual objectives. As your goals develop and change, so will our approach to your risk management needs. Kelson is committed to helping you protect your wealth by identifying risks and putting a plan in place to protect you against them.
We build portfolios based on the science of capital markets and decades of research. A strong belief in markets frees us to think differently about investing. Advances in research and technology inform our investment strategies and keep us responsive to evolving markets and client needs. A solid investment plan is achieved by;
- Defining your investment objectives and implementing the appropriate asset allocation
- Creating your Investment Policy Statement and managing your portfolio within its guidelines
- Monitoring your performance and adjusting your allocations as necessary
Financial & Retirement Planning
A solid financial plan is the cornerstone of your wealth management strategy. It will evolve and adjust as you move through the various stages of your career with the end goal being a healthy, secure and worry-free retirement. The goals we set will be frequently monitored, reviewed and altered as necessary so you are always on track. Many people worry that they will not have enough money to retire or will outlive their money. As people are healthier and living longer, this is a growing concern. Our approach financial and retirement planning will work to avoid this and instead ensure you have the money and protection you need to retire and stay retired.
Estate & Trust
A proper estate plan is essential in ensuring your wealth and property is distributed efficiently and in a way that minimizes taxes. Effective tax strategies in combination with wills and trusts will achieve this. Life insurance is also an essential component of the estate planning process. An appropriately structured life insurance plan can provide liquidity to pay off any liabilities, establish a fund to care for your family and loved ones or pass on to your estate. We are your trusted partners in developing and implementing a complete estate plan. We will work closely with you and your qualified professionals. We work hand in hand with them to ensure that your business thrives, your assets are protected, your taxes are minimized and your legacy lives on. We take a conservative and creative approach towards wealth management. We work diligently to earn your trust and even harder to keep it. We welcome the opportunity to solve your wealth management challenges.