Our consultative wealth management approach

The Micera Investment Group will work closely with you to offer a set of personalized solutions designed to help you accumulate, protect, distribute, and transfer your wealth. Each plan is based on a client’s unique objectives and circumstances, including tax efficiency, time horizons, and risk tolerance. Their flexible approach will accommodate your unique situation.

  • Establish - They begin by understanding your goals, objectives, time horizon, and tolerance for risk.

  • Evaluate - The team conducts a comprehensive review of your situation, taking into account the financial and personal information you provide, in order to match your objectives with a sound strategy.

  • Recommend - Upon completing their review, they develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.

  • Implement - They select professional money managers, equities, and fixed-income products to implement your investment strategy.

  • Monitor and Review - By providing timely and ongoing service, they regularly review your portfolio to help ensure your goals and objectives are met.

 

Your core wealth management team

The Micera Investment Group believes an effective wealth management plan involves the coordinated efforts of multiple professionals including your private banker, CPA, attorney, trust officer, money mangers, and other professional advisors.
                                           

Wealth management professionals

advisor

Wealth Strategist


advisor

Wealth Management Consultant


advisor

Wealth Planning Consultant


advisor

Wealth Management Consultant