Wealth Management

Earning your wealth was quite a challenge. Yet, wise stewardship of those resources often proves to be an even greater obstacle. True values-based money management begins with a financial consultant you trust, one who understands and shares your values. For this reason, our financial consultants bring not only years of training and investment experience to every client relationship, but also a Christian point of view that aligns your spiritual and financial interests.

Our wealth management services are designed with your needs in mind, and include:

Separate Account Management – A broad selection of proven, fee-based portfolio managers.
Mutual Fund Management – An account that combines the advantages of hundreds of mutual funds with the simplicity of a fee-based arrangement.
Fee in Lieu of Brokerage – A brokerage account where you make the decisions; a fee replaces the usual commission process.
Estate Planning – Full access to estate planning professionals, both in-house and by way of our affiliates.
Risk Management – Our insurance specialists help you protect your income and assets from whatever life may bring.
Moral Screening – Our Financial Consultants screen out unacceptable investments, while seeking those which promote your values.


	Investing > Individual Investing > Wealth Management
	Wealth Management Call 1-888-378-6683 ext 168 to speak to one of our financial consultants.			Earning your wealth was quite a challenge. Yet, wise stewardship of those resources often proves to be an even greater obstacle. True values-based money management begins with a financial consultant you trust, one who understands and shares your values. For this reason, our financial consultants bring not only years of training and investment experience to every client relationship, but also a Christian point of view that aligns your spiritual and financial interests. Our wealth management services are designed with your needs in mind, and include: Separate Account Management – A broad selection of proven, fee-based portfolio managers. Mutual Fund Management – An account that combines the advantages of hundreds of mutual funds with the simplicity of a fee-based arrangement. Fee in Lieu of Brokerage – A brokerage account where you make the decisions; a fee replaces the usual commission process. Estate Planning – Full access to estate planning professionals, both in-house and by way of our affiliates. Risk Management – Our insurance specialists help you protect your income and assets from whatever life may bring. Moral Screening – Our Financial Consultants screen out unacceptable investments, while seeking those which promote your values.