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Wealth Management (WM)

Work with a team that redefines wealth management

Ask ten people to define wealth management. Actually, ask ten wealth management managers to do so. You will possibly get ten different answers, with most heavily focused on investing. Clients benefit form the clear and comprehensive vision we have for wealth management. Our simple and elegant approach is defined as a formula.

WM = IC + AP + RM

Investment Consulting (IC)

  • Asset allocation
  • Portfolio Management
  • Manger Due Diligence 
  • Risk Evaluation
  • Performance Analysis 

Advanced Planning (AP)

  • Wealth Enhancement, including cash flow management and tax minimization
  • Wealth Transfer
  • Wealth Protection Strategies 
  • Charitable Giving 

Relationship Management (RM)

  • Regularly scheduled calls, reviews, and in-person meetings
  • Team of professionals, including legal, tax, insurance, and investment advisors

Bishop Financial Advisors and LPL Financial do not provide Tax and legal advice or services. Please consult your legal or Tax advisor regarding your specific situation.

Learn More About our Approach 

Whether you are investing to preserve, enhance, transfer, or protect your wealth, our personalized service focuses first on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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