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.

Wealth management process:

Our disciplined wealth management process is driven by a smart, time-tested approach that integrates your goals into a personalized plan that is flexible and will accommodate your unique situation. We combine sophisticated investment planning tools with professional resources to assess your financial goals and objectives. Our five step process is outlined below:

  • Investigate – Understanding Your Wealth Management Objectives
  • Evaluate – Determining Your Wealth Management Needs
  • Recommend – Develop customized “Goal Oriented” Wealth Management Portfolios
  • Execute – Implement Thoughtful, Creative Solutions
  • Manage – Provide Timely, Ongoing Service

Wealth Management Core Competencies:

  • Portfolio Management
  • Retirement Income Planning
  • Alternative Investments
  • Life & Long-term Care Insurance
  • Estate & Trust Planning*
  • Wealth Transfer & Inheritance Strategy Planning
  • Qualified Plan & IRA Distribution Strategies
  • Investment Fiduciary Services
  • Lending & Credit Solutions

The Carillon Consulting Group is dedicated to continuing education, and has a proven commitment to putting client needs first. Our group has the expertise to provide sophisticated guidance to help you to meet your wealth management goals and objectives.