Wealth and Asset Management
Wealth Management is a holistic investment advisory service combining other financial services to address the needs of clients. Wealth management incorporates structuring and planning wealth to assist in growing, preserving, and protecting assets.
Areas which may be included are retirement planning, estate planning, investment management, general consulting, tax planning, business succession planning, education funding planning, debt consolidation and management, liquidity planning and family office services.
Asset management is the oversight of an investment portfolio with the goal of maximizing value while maintaining an acceptable level of risk. Asset management is a systematic process of developing, operating, maintaining, upgrading, and disposing of assets ideally in the most cost-effective manner (including all costs, risks, and performance attributes).
Contact
info@beefinancialpartners.net
832-698-2010
9950 Cypresswood Drive,
Suite 200, Houston, TX 77070
Investment advisory services are offered through Bee Financial Partners Wealth, a Registered Investment Advisor. Investments through Bee Financial Partners Wealth are not FDIC insured, not bank guaranteed, may lose value, including loss of principal, not insured by any state or federal agency.