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Gene Todd, Executive Vice President/Managing Director of First Bank's Wealth Management Group

Charles Claver, Vice President, Wealth Management Advisor and Infinex Representative's Articles

Holistic Wealth Management Offers Comprehensive Guidance for Busy Executives

Successful executives have mastered the art of surrounding themselves with trusted advisors for their business and personal needs. These trusted consultants are often their attorney, CPA, and financial advisor, skilled at providing specialized advice guiding them toward making informed financial decisions. Even with this “dream team” of advisors, there are critical areas of wealth that often aren’t addressed, leaving the executive vulnerable to unnecessary risk, higher taxes, and lost financial opportunities. Thus, enters the importance of “holistic” wealth management. What does holistic wealth management look like? It’s a wealth advisor that works with an executive and their team to provide comprehensive management of the executive’s financial goals. In short, it’s an ongoing review of all the individual pieces as they relate to the overall big picture. This process begins with an initial review to understand the individual’s current situation, need ...

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