We strongly believe that having two or more professionals will only improve the advice we recommend, and strengthen the relationship we want to build. Bob is a wealth manager and works together with the Elmwood team to serve clients in financial planning, investment management, tax planning, and estate planning.
Bob co-founded Elmwood with Shannon Lemon in 2012 when they decided to create a wealth management firm that focused on the overall financial health and well-being of each client. Elmwood meets with all clients as a team, enabling us to expand our services and expertise. Bob enjoys meeting directly with clients to plan and communicate on all aspects of their personal financial situation.
Bob co-founded Elmwood with Shannon Lemon in 2012 when they decided to create a wealth management firm that focused on the overall financial health and well-being of each client. Elmwood meets with all clients as a team, enabling us to expand our services and expertise. Bob enjoys meeting directly with clients to plan and communicate on all aspects of their personal financial situation.
Services
This means creating a plan for all your future goals, accounting for unexpected events as they come up, and making sure all your questions are answered. Financial planning is where we start with every client. Our job is to put you in a position where you have the highest probability of success in achieving your goals.
We offer two different service levels to better align your needs and personal circumstances to the services we provide. Our 'Full-Service Client' is a relationship that includes our four essential services: financial planning, investment management, tax planning and estate planning. Client-advisor communication is performed on a continuous basis quarter after quarter, year after year.
The investment phase of our relationship begins after we finish our financial planning. We first need to know everything possible about your situation, and only then can we recommend an appropriate investment plan. The investment plan we recommend will be made in consultation with you prior to implementation.
We coordinate with your tax professional and provide in house tax advice to augment their work. The first element of tax planning is to ensure your investments are structured in the most tax-advantageous way possible. We want to let growth assets continue to grow without being taxed and try to shelter income producing assets from taxes whenever possible.
We make sure a plan for your family and heirs is well thought out, and work with your estate attorney to make sure critical documents are in place. Estate planning in our experience is often the forgotten piece in personal finance. Planning for today is always top of mind yet planning for tomorrow seems to be less of a priority for many.
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