Our Process and Services

Wealth Management for your next chapter.  It's what we do.  In fact we have structured our entire practice around it.  Our focus on comprehensive financial planning, asset protection and risk management allows us to help high-net-worth individuals pursue aspirations for themselves and their loved ones. 

We serve a wide variety of successful individuals with complex needs including business owners, corporate executives, and individuals experiencing major life events (such as navigating retirement, receiving an inheritance, or dealing with the sudden loss of a loved one). Our team is here to build a relationship with you and your family.  As appropriate, we work with your adult children and beneficiaries throughout the planning process. Our array of financial services are centered on your personal growth and personal goals, helping you pursue and live the fulfilling lifestyle you have always envisioned.  

As a client, you gain access to institutional-grade investment management, selected and monitored through careful research and analysis.  From there, we add some of the most meticulous and invigorating financial planning you can find, performed by our dedicated team of caring advisors and network of specialists.  

In order to meet the various needs of your complete financial life, we’re pleased to offer you a comprehensive array of services that can be tailored to your individual needs and objectives.   Because we are an independent firm, our decisions and recommendations are based on your best interests, not on promoting certain products or investments. Our retirement planning, investment, tax, and insurance resources combined with our network of legal professionals helps us coordinate all the components of your plan into one cohesive wealth management strategy. 

Over time, it’s likely you’ll experience different levels of need from each financial planning area. The situation is fluid. What we do for you evolves as your life unfolds. But the underlying structure and support you receive remains constant. That’s real wealth management through Noble Birch Wealth Management-Wealthscan 360°™....built and designed with you in mind. 

Additionally, our interactive Noble Birch Wealthscan 360°™ Client Portal (video below) combines state of the art account access with interactive advanced planning capabilities at your fingertips.  As a complement to your ongoing strategy meetings here at the office, we are also able to collaborate with you online.  Your portal also has a secure document vault and a meeting tool that allows us to strategize with you when you are traveling, vacationing or enjoying your second home.  One of our goals is to keep you financially organized and to have your complete financial picture available whenever you need it.  The future is fluid.  Your plan should be as well.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.