Level 1 – Wealth Management
At St. Croix Advisors, we offer four levels of financial planning services. Level one is geared towards clients with roughly $2 million of investable assets.
Financial Management for your Future
After working hard all your life, the last thing you want to think or worry about is money. You’d rather be spending time with family, traveling, volunteering, and living life to its fullest. This is the stage where you’re ready to make a lasting impact with your financial resources. You understand that now is the time to create a financial environment that establishes a complete infrastructure to manage all of your financial matters.
- Ongoing Investment Advisory Management
- Financial Planning & Implementation
- Coordination of Tax Management & Planning (Including Tax Preparation*)
- Monthly Cash Flow Management & Bill Payment Services*
- Philanthropy Planning & Giving
- Access to iAdvise Interactive Financial Platform
Your team of financial advisors will manage just about every aspect of your financial needs. Expect regular meetings with your financial team. Whether weekly, monthly, or even quarterly, your needs and your family’s goals remain our primary focus. Then, with these goals in mind, we tailor our services to reach your individual objectives and respond to your unique life circumstances.
*Services are offered and coordinated through our affiliated partners.
Hudson Wealth Management
At St. Croix Advisors, we’ve been helping people manage their wealth for many years. Our team has the experience and knowledge to handle your finances with care. Call St. Croix Advisors at (651) 337-1919 or (877) 393-1919 or email at firstname.lastname@example.org for more information.
I’m ready! What’s the next step?