Wealth management for affluent individuals is a process that must be supported by systems that are developed, tested and maintained to ensure all areas of the planning process are implemented and reviewed on a continual basis.
At Consenheim Wealth Management we have the highest standards for education, training and knowledge. Our team helps to create financial security for our clients and their families, working with a team of specialists at Raymond James Ltd. that adds to our depth, strength and stability.
By limiting the number of client families our system will support we ensure the required resources will always be available. In order to achieve this we only accept new clients with investible assets of $500,000 or greater.
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