What is wealth management?
Carillon Consulting Group believes that wealth management is a process, focused holistically on our clients’ goals and objectives. We strive to provide efficient access to experienced advice, creative “goals oriented” solutions to clients' needs, and unparalleled customer service. We are focused on a holistic wealth management approach that is vital in guiding our clients with their unique wealth management needs, and helps provide the foundation for building a financial legacy.
Our passion is in the process
The Carillon Consulting Group is dedicated to a disciplined process that focuses on our clients’ needs, wants and wishes. We work diligently with you to define your financial objectives and goals, by building a robust, personalized RBC WealthPlan that evaluates every aspect of a client’s financial well-being to build solutions designed to meet their future dreams. Our process includes:
• Investigate — We begin by listening to understand you and your financial objectives.
• Evaluate — Together, we gather specific information on your financial picture and determine your wealth management needs.
• Analyze — We assess your financial and personal information to match your financial objectives with sound strategies.
• Recommend — We develop goal-oriented strategies.
• Execute — We implement thoughtful, creative, personalized financial solutions.
• Manage — We provide professional service and resources, collaborating with your attorney, CPA and other specialists for our wealth planning advice.
We welcome you to experience the Carillon Consulting Group difference yourself. Contact us today to set up a meeting
Wealth Management Core Competencies:
- Portfolio Management
- Retirement Income Planning
- Alternative Investments
- Life & Long-term Care Insurance
- Estate & Trust Services
- Wealth Transfer & Inheritance Strategy Planning
- Qualified Plan & IRA Distribution Strategies
- Investment Services
- Lending & Credit Solutions
