Frost Wealth Management

About Frost Wealth Management

 

The team at Frost Wealth Management® (FWM) has been a helping families grow, protect and leave a legacy since 1988

During that time, the FWM staff has undergone some growth of our own, including some new additions, but the core of what we do remains the same.

 

Our Valued Services

 

Financial Literacy:

Our number one focus is helping our clients to understand their finances in order to make informed and healthy decisions. We help you to organize, manage, simplify. We call it financial wellness.

 

Investment and Portfolio Management:

Identifying your appropriate asset allocation

Completing an  IPS (Investment Policy Statement)

Security research and selection

Monitoring

Preparing statements

Our Client Service Agreement

Regular meetings to adjust and make changes in your portfolio

 

Financial Planning and Retirement Income Planning:

This is a comprehensive service designed to determine your goals and objectives and monitor and report your progress to achieving them. It also involves ongoing discussions of what are the risks associated with reaching your goals. We co-ordinate your plans with our Strategic Partners to ensure that we meet your long term goals.

 

Education:

We provide services such as monthly newsletters, a website, seminars, workshops and books as well as being available to answer any financial planning question. If we can’t answer it, our strategic specialists will.

 

Tax Planning:

We provide basic planning education and refer complex questions to our team specialists.

 

Custom Designed Mortgages:

Our strategic specialists have over 30 years of experience in designing customized mortgages, at the best rates for our clients.

 

Risk Management:

We discuss and implement solutions for reducing, or eliminating, risks associated with:

Premature death

Disability

Critical illness

Long term care

Group benefits

Out of country travel

 

Intergenerational Wealth Transfer Strategies:

Many of our clients wish to transfer assets to their children or grandchildren in the most tax efficient methods. We have a team specialist who works with our clients to do this.

 

 

Growth is never by mere chance; it is the result of forces working together
- James Cash Penney