Dr. Thomas J. Powell

  Wealth management , at its core, is a holistic approach to handling an individual's or family's financial affairs.  It's more than just investment advice; it encompasses all parts of a person's financial life. The primary goal is to  provide a strategy for managing your finances to achieve financial security and growth over the long term. This  comprehensive service combines elements of financial and investment advice, accounting and tax services,  retirement planning, and legal or estate planning. In essence, wealth management is a high-level professional  service that combines financial and investment advice, accounting and tax services, and legal or estate planning  for one fee. In today's fast-paced and complex financial environment, the importance of wealth management cannot be  overstated. With the increasing complexity of financial markets, the need for expert guidance in managing  personal and family wealth has become more crucial ...

  In today’s dynamic business environment, protecting your assets is more than just a safety precaution—it’s a necessity.   Asset protection   refers to the strategic planning and implementation of measures to safeguard one’s wealth from claims of creditors, lawsuits, bankruptcies, and other financial risks. Assets, in this case, span from physical properties like buildings and equipment to intangible ones such as intellectual property, brand reputation, and customer base. Asset protection is not just for large corporations or the super-wealthy. Small and medium-sized businesses, freelancers, and even startups also stand to gain significantly from effective asset protection strategies. It enables business owners to proactively defend their resources, ensuring the survival and growth of their enterprises amidst financial challenges. The potential consequences of not adequately protecting your business assets can be severe. From lawsuits that can bleed a company dry to cred...