It begins with seeing the big picture.

Wealth management is much more than just investment management; and not knowing the difference can be costly to legacy building. Indeed, the term is elusive and has different meanings depending upon whom you ask. To give structure and a methodology to help analyze, evaluate and enhance your total wealth management picture, we developed a Wealth Management Framework.


Our Client

Affluent individuals and families


Your accounting professional is an integral part of your estate planning team.


Your legal team
will be a focal
point in your
long term estate


Often a key
player in the
component of
your estate plan.

Whittier Trust

organizer and
facilitator of your
estate team.