Private Client Services

Private client services refer to discretionary, customizable financial services that we offer. You can benefit from these services even if you are not a high-net-worth individual. It is an integrated, personal process that includes wealth allocation and accumulation.

You should look into private client services if you want:

  • Financial and investment assistance from experienced professionals
  • A customizable plan for your finances
  • To make sure that your family will be taken care of if they lose your income
  • To take advantage of tax-friendly financial options
  • Help with your small or start-up business finances
  • Help dealing with your personal financial risks

Here are some things you need to consider before choosing a financial advisor:

  • What are my financial goals? Are you saving up for something? Do you want to set aside money for retirement? Are you looking for a safe place to place your current wealth? These are the types of questions that your advisor will ask you.
  • Wealth does not just refer to money. Everything you own should be included in your financial plan.
  • You have to decide how much risk you and your family should take. However, you should understand that will be need to take some risks in order to make a profit on your investments.
  • Private client services do not just focus on accumulating wealth for yourself. You can also use these services to decide how you are going to secure your family’s financial future.
  • These services are aimed to help you prepare for the future. Some changes happen unexpectedly. However, you can provide for some financial changes, such as having another child or finishing payments on a loan. Your financial plan should grow and change with you.
  • Private client services are not just for families. Business financial plans are also available.

The professionals at SOGO Wealth & Risk Management are here to help you find the financial assistance that you deserve. Contact us to learn more about private client services.

To get started on a quote, contact us: