Essex Private provides a comprehensive set of wealth management services. Our focus is putting together a solid long-term financial plan that meets a client’s risk tolerance, income needs, time horizons, and investment objectives. Once a path has been determined for the client’s goals, the ongoing work involves investing client assets to achieve those goals. We work alongside the client’s existing advisors (tax accountants, estate attorneys) or can identify issues and make referrals to professionals who can assist.
Planning your financial picture allows you to ensure that you hit your goals of where you want to be in life. Once you put your financial plan in place the day to day gyrations of the market become softer noise that allows you to invest with your long term plan in mind.
Understanding what you want and how to achieve it financially is what we do best.
Creating a financial plan shows you how to put all the pieces of the puzzle together and can give you comfort know that you are moving in the right direction. The plan then can determine the right way to invest.