Mangrove Wealth Services provides comprehensive wealth management services utilizing an elite team of subject matter experts (SME).  What we deliver to you is a comprehensive, step-by-step plan of action that tells you exactly what needs to be done, by when and who has responsibility for each item.

Our wealth management services are split into two levels of service that differ based on our involvement in implementing your plan. Our First Step advanced planning solution includes the preparation of your step-by-step plan of action and strategies for each of your prioritized goals.  This plan will describe the specific actions to be taken in the areas of cash reserves, debt management, insurance and asset allocation, who is responsible for each action and the timing of when each should be completed.  Finally, we walk through this plan with you during your Implementation Meeting to ensure you have a clear understanding of what needs to be done and answer questions you may have about your plan.  From there, you can decide whether to implement the plan on your own or have us work with you to implement your plan together.

Our LifeTides™ advanced planning solution is for those who want us to work with them in implementing their plan. We prepare the plan and strategies as with the First Step solution and then, following the implementation meeting, we meet regularly to review progress made on the execution of your plan. These meetings, held usually 3 times yearly, cover specific areas of your plan such as estate planning and insurance issues. We also review your progress toward your goals and whether any changes are necessary so that your plan is always aligned with what’s most important to you. Finally, we work with the appropriate tax professional to ensure that your tax liabilities are projected prior to year end and your return is filed on a timely basis each year.

If you feel you are somewhere in between these solutions, let us know. We will gladly discuss your concerns and tailor a solution that is the best fit for you.

Our Ideal Clients enjoy our participation as their trusted advisor throughout their lifetime, providing guidance and accountability at each step with implementation.  If you feel you are somewhere in between, we will gladly discuss how we might tailor a service solution specific to your needs.  The chart below highlights the levels and their corresponding services.