Wealth Management

[jk_section fullwidth_section=”no” special_section=”no” primary=”true” visibility=”false” section_setting_id=”1″ visibility=”false” section_setting_id=1 ][jk_row primary=”true” row_setting_id=”1″ row_setting_id=1][jk_col size=”4_4″ primary=”true” ][jk_mod display_name=”Header” module_name=”header” module_type=”non-content” primary=”true” module_id=”1″ module_id=1 ][/jk_mod][/jk_col][/jk_row][/jk_section][jk_section fullwidth_section=”no” special_section=”no” primary=”true” visibility=”false” section_setting_id=”2″ visibility=”false” section_setting_id=2 ][jk_row primary=”true” row_setting_id=”2″ row_setting_id=2][jk_col size=”4_4″ primary=”true” ][jk_mod display_name=”Top Menu” module_name=”menu” module_type=”non-content” primary=”true” module_id=”2″ module_id=2 ][/jk_mod][/jk_col][/jk_row][/jk_section][jk_section fullwidth_section=”no” special_section=”yes” bg_image=”” bg_transparent=”off” bg_color=”” bg_video_mp4=”” bg_video_webm=”” bg_video_width=”” bg_video_height=”” video_pause=”off” inner_shadow=”off” padding_top=”” padding_bottom=”” margin_top=”” margin_bottom=”20″ inner_bg_image=”” inner_row_color=”#ffffff” inner_padding_top=”20″ inner_padding_bottom=”20″ inner_margin_top=”” inner_margin_bottom=”20″ inner_border_radius=”” css_id=”” css_class=”” visibility=”true” section_setting_id=”3″ visibility=”true” section_setting_id=3 ][jk_special_col type=”2_3″ colunms=”2″ is_special=”1″][jk_inner_row data_colunms=”2″ row_setting_id=”3″ row_setting_id=3][jk_col size=”4_4″][jk_mod module_name=”head_lines” module_type=”non-content” custom_module_name=”Wealth Management” text=”Wealth Management” text_color=”” bg_color=”” heading_size=”h3″ text_orientation=”left” text_orientation_mob=”center” text_style=”normal” top_padding=”” bottom_padding=”” left_padding=”” right_padding=”” show_on=”A” advance_style_options=”no” css_id=”” css_class=”” display_name=”Head Lines” module_id=”3″ module_id=3 ][/jk_mod][jk_mod module_name=”text” module_type=”content” custom_module_name=”” undefined=”Icons” content=”<p style__equalto____cout__text-align: justify;__cout__><em><strong><a href__equalto____cout__http://sangemini.info/about-us/__cout__><img class__equalto____cout__size-medium wp-image-1059 alignleft__cout__ src__equalto____cout__http://sangemini.info/wp-content/uploads/2015/10/Wealth-management-300×225.jpg__cout__ alt__equalto____cout__Wealth management__cout__ width__equalto____cout__300__cout__ height__equalto____cout__225__cout__ /></a>It’s often an overwhelming chose to manage both personal and family finances.</strong></em></p>
<p style__equalto____cout__text-align: justify;__cout__>Every family and organization has a unique combination of concerns, from protecting and growing wealth, managing risk, estate planning and private foundation management. Each unique combination of financial concerns requires a tailored solution that is both comprehensive and flexible.</p>
<p style__equalto____cout__text-align: justify;__cout__><em><strong>At “__squarer__companyname__squarel__”, we pay close attention to the current issues so that we are always working toward your continued financial well being. We take care of protecting, preserving, and improving your financial status.</strong></em></p>
<p style__equalto____cout__text-align: justify;__cout__>We study your specific goals, examine your present and forecasted balance sheet and cash flow componentsand build a plan that helps you meet your goals. With our multi-disciplinary accounting, audit, tax and investment advisory service capabilities, we employ our resources to help your meet your business and personal goals.</p>
<p style__equalto____cout__text-align: justify;__cout__><em><strong>Our Wealth Management Services:</strong></em></p>
<ul style__equalto____cout__text-align: justify;__cout__>
<li>Personal financial planning</li>
<li>Portfolio management</li>
<li>Retirement planning</li>
<li>Investment strategy and consulting</li>
<li>Estate planning</li>
<li>Retirement plan consulting</li>
<li>Financial education and training</li>
<li>401(k) design, implementation and administration</li>
</ul>
<p style__equalto____cout__text-align: justify;__cout__>By utilizing our extensive personalized services for US and International Private Clients alike, we extend Individual tax planning to sophisticated estate and charitable planning strategies.</p>
<p style__equalto____cout__text-align: justify;__cout__><em><strong>We know that successful income and estate tax planning services rely on confidential and trusted relationships and we do everything we are capable of to earn and maintain your trust. The experts that work with us will interface with the advisors on your team to develop and integrate the best plan of action to ensure that you reach your goals. We begin with you, the client. Your needs, your risk tolerance and your time horizon are our guide.</strong></em></p>
<p style__equalto____cout__text-align: justify;__cout__>From our discussions with you, our portfolio managers begin to build a custom portfolio. Our investment strategy will be crafted according to your individual needs. And as your life changes, so will your portfolio.</p>
<p style__equalto____cout__text-align: justify;__cout__>Contact us for more information at <strong>__squarer__phone__squarel__</strong>.</p>
” text_color=”#000000″ show_title=”no” text_orientation=”left” text_orientation_mob=”left” top_padding=”” bottom_padding=”” left_padding=”” right_padding=”” bg_color=”” height=”” width=”” show_on=”A” advance_style_options=”no” css_id=”” css_class=”” display_name=”Text” crawl=”false” content=”<p style__equalto____cout__text-align: justify;__cout__><em><strong><a href__equalto____cout__http://sangemini.info/about-us/__cout__><img class__equalto____cout__size-medium wp-image-1113 alignleft__cout__ src__equalto____cout__http://sangemini.info/wp-content/uploads/2016/09/Wealth-management-300×225.jpg__cout__ alt__equalto____cout__Wealth management__cout__ width__equalto____cout__300__cout__ height__equalto____cout__225__cout__ /></a>It’s often an overwhelming chose to manage both personal and family finances.</strong></em></p>
<p style__equalto____cout__text-align: justify;__cout__>Every family and organization has a unique combination of concerns, from protecting and growing wealth, managing risk, estate planning and private foundation management. Each unique combination of financial concerns requires a tailored solution that is both comprehensive and flexible.</p>
<p style__equalto____cout__text-align: justify;__cout__><em><strong>At “__squarer__companyname__squarel__”, we pay close attention to the current issues so that we are always working toward your continued financial well being. We take care of protecting, preserving, and improving your financial status.</strong></em></p>
<p style__equalto____cout__text-align: justify;__cout__>We study your specific goals, examine your present and forecasted balance sheet and cash flow componentsand build a plan that helps you meet your goals. With our multi-disciplinary accounting, audit, tax and investment advisory service capabilities, we employ our resources to help your meet your business and personal goals.</p>
<p style__equalto____cout__text-align: justify;__cout__><em><strong>Our Wealth Management Services:</strong></em></p>

<ul style__equalto____cout__text-align: justify;__cout__>
<li>Personal financial planning</li>
<li>Portfolio management</li>
<li>Retirement planning</li>
<li>Investment strategy and consulting</li>
<li>Estate planning</li>
<li>Retirement plan consulting</li>
<li>Financial education and training</li>
<li>401(k) design, implementation and administration</li>
</ul>
<p style__equalto____cout__text-align: justify;__cout__>By utilizing our extensive personalized services for US and International Private Clients alike, we extend Individual tax planning to sophisticated estate and charitable planning strategies.</p>
<p style__equalto____cout__text-align: justify;__cout__><em><strong>We know that successful income and estate tax planning services rely on confidential and trusted relationships and we do everything we are capable of to earn and maintain your trust. The experts that work with us will interface with the advisors on your team to develop and integrate the best plan of action to ensure that you reach your goals. We begin with you, the client. Your needs, your risk tolerance and your time horizon are our guide.</strong></em></p>
<p style__equalto____cout__text-align: justify;__cout__>From our discussions with you, our portfolio managers begin to build a custom portfolio. Our investment strategy will be crafted according to your individual needs. And as your life changes, so will your portfolio.</p>
<p style__equalto____cout__text-align: justify;__cout__>Contact us for more information at <strong>__squarer__phone__squarel__</strong>.</p>” module_id=4 ][/jk_mod][/jk_col][/jk_inner_row][/jk_special_col][jk_special_col type=”1_3″ colunms=”2″ is_special=”0″][jk_col size=”4_4″][jk_mod module_name=”sidebar” module_type=”non-content” sidebar=”Sidebar” custom_module_name=”Sidebar” advance_style_options=”no” css_id=”” css_class=”” display_name=”Sidebar” module_id=”5″ module_id=5 ][/jk_mod][/jk_col][/jk_special_col][/jk_section][jk_section fullwidth_section=”no” special_section=”no” primary=”true” visibility=”false” section_setting_id=”4″ visibility=”false” section_setting_id=4 ][jk_row primary=”true” row_setting_id=”4″ row_setting_id=4][jk_col size=”4_4″ primary=”true” ][jk_mod display_name=”Footer” module_name=”footer” module_type=”non-content” primary=”true” module_id=”6″ module_id=6 ][/jk_mod][/jk_col][/jk_row][/jk_section]