I want to optimize my assets
and secure my future.
I want to optimize my assets
and secure my future.
Goals
- Maintain and grow wealth
- Establish immediate and long-term financial planning
- Manage charitable giving
- Find financial advocate who can provide expertise, collaboration, new ideas to consider
Services Provided
• Portfolio management
• Guidance on financial decisions
• Inherited wealth and legacy planning
• Quarterly portfolio reviews
• Retirement planning
• Charitable-giving management
Get in touch
Copyright. The Rice Partnership. All Rights Reserved