Douglass Winthrop’s Wealth Management team works with our clients to ensure that their wealth management strategies are coordinated and consistent with their goals. We help clients evaluate trust and estate issues, plan for major life events and identify insurance needs. We partner with highly qualified professionals to coordinate and execute a plan for our clients.
Wealth Management Analysis
Investment Planning
Gift, Trust & Estate Plan
Insurance Review
Tax Planning
Long-Term Goals
Wealth Management Process
The "Roadmap" process:
We listen to your current financial situation, goals and objectives
We identify issues and opportunities and discuss them with you
We recommend solutions to implement the plan
We coordinate the plan among your advisors
We follow-up and revisit the plan as needed
- We listen to your current financial situation, goals and objectives
- We identify issues and opportunities and discuss them with you
- We recommend solutions to implement the plan
- We coordinate the plan among your advisors
- We follow-up and revisit the plan as needed
