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 disciplined wealth management approach that is vital in guiding our clients with their wealth management needs, to 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. This foundation for wealth planning helps evaluate every aspect of a client's financial well-being, and provides solutions designed to meet each client's 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
- Lending & credit solutions
- Life insurance
- Estate & trust services
- IRA & qualified plan distribution strategies
- Wealth transfer & inheritance strategy planning
