Private Wealth Planning

At Regions Private Wealth Management, it's our goal to help you reach yours.

We know that effective planning integrates with your evolving financial situation. We’re here to listen to you, bring new opportunities to your attention, help you avoid missteps and offer you advice based on what matters most to you. To do this effectively, we cultivate a relationship founded on mutual trust and respect by providing you with a confidential atmosphere where you feel comfortable sharing your life goals, values and philosophies about money, family dynamics and any concerns you may have.

We work to facilitate an easy process to gather and analyze financial data, document detailed information about your expenditures, establish appropriate life-planning assumptions (rate of return, inflation rate, savings ratios, and more), review long- and short-term goals, and then map various paths to achieve those goals.

Ongoing Wealth Planning

To continue to make good decisions, Wealth Planning must be an ongoing process. Priorities shift, new opportunities appear, challenges arise and tax laws change. We can conveniently combine periodic Wealth Planning reviews with quarterly portfolio reviews. During these periodic reviews, your Wealth Advisor will assess your progress toward achieving your goals, identify changes that may impact your goals and help you to determine what adjustments, if any, to make.

The Benefits of Wealth Planning Include:

  • A disciplined and formal plan for addressing financial matters
  • Proactive future thinking
  • Opportunities to consider what you want from life, identify and prioritize goals, and map out the manageable steps to achieve them
  • A forum to discuss difficult topics regarding your children, parents or spouse
  • The identification of risks, thus minimizing their effects through risk management
  • A framework for feedback, evaluation and control
  • Peace of mind knowing you have established safety nets for your financial affairs

Learn more about what you need to know about Wealth Planning with Regions.