You might be asking what the differences are between Investment Management and Wealth Management. At 5T Wealth the distinction is clear.

Investment Management is the process of actively managing your investment portfolio on a day to day basis. We do that for you.

Wealth Management relates to everything else that might preserve or enhance your personal or family wealth.

It can include simple or complex estate planning or tax planning solutions.

It may involve business succession issues.

It can include budgeting and accounting.

It can include solving simple or complex legal “conundrums” that might be threatening your wealth and well being.

It may even include finding lost assets. Seriously folks—have you checked grandma’s freezer? We once helped a client find $3,000,000 in stock certificates in the freezer. Have you checked under a back yard tree? Would you believe finding $95,000 in gold coins? Have you checked under the upholstery of the living room couch or behind the picture frames? This one totaled more than $1,100,000 in stock certificates. These stories are all amusing and true, but hopefully unlikely to repeat themselves. Or, are they?

A more common problem is losing assets through poor planning for the future, or as a result of illness or disability. We have helped clients plan before the fact, and to recover after the fact.

Wealth management solutions are often complex and involve the help of other professionals. 5T Wealth is adept at assembling a team of top notch lawyers and accountants, if need be. We are also adept at blending into your team if you already have one assembled.