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In your financial life, there often are many interested parties at the table. It’s essential that you have an advocate who can deliver sound insights while respecting your position and considering your interests first.
Your Relationship Manager ensures that you and your goals are our focus. Coordinating the ideas and insights of an array of professionals from both inside and outside Wachovia—including your attorney, CPA and other advisors—creates new opportunities for you and your family.
Supporting your Relationship Manager are credentialed specialists who represent a wide range of strategic approaches and exclusive services. Whatever financial goals you set, Wachovia Wealth Management offers you experienced professionals who are committed to integrated planning that takes into account your objectives and risk tolerance. Take a look at the advisors your Relationship Manager can bring to the table as your needs evolve.
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Achieving your financial goals starts with a plan. By taking the time to understand your larger goals and priorities, your Relationship Manager can help to strategically map out your financial future.
Financial plans must be dynamic to meet the evolving needs of your lifetime. In addition to regular communication throughout the year, in-person meetings each year with us create a forum for analyzing the past year's financial performance and proposing strategies for the future. At this meeting, your Relationship Manager will lead a review of the past 12 months' activities with you to develop strategies for the next year. Participants include your Wachovia Wealth Management advisors and any external advisors you'd like to invite.
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