Wealth Management

Although the term "wealth management" has become increasingly common of late, the delivery of such services can vary widely.

At H.M. Payson & Co., wealth management means creating a framework for the management of financial assets that carefully considers multiple long-term objectives and constraints to ensure effective implementation of the client's planning strategies.

In our view, the popularization of the term simply reflects the value of the comprehensive approach to investment management we have always practiced.

The Wealth Management Group at H. M. Payson is comprised of professionals with different areas of knowledge and expertise that allow them to consider all aspects of complex planning issues. Members include:

The Wealth Management process begins with an in-depth information gathering process to ensure complete understanding of the current sitution and to clearly define the goals and time line. Below are three documents that assist clients in assembling and organizing their financial information.

To download our Questionnaire or Budget Worksheets, you will need to install this free version of Adobe Acrobat Reader.

Wealth Management Questionnaire

Budget Worksheet Pre and Post Retirement

Budget Worksheet Monthly Annual