Wealth management can be thought of as a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning, and estate planning. While wealth management is generally considered a “high-end” type of service, and some wealth management firms may require a certain level of investment assets or minimum net worth, that is not always the case. For clients who need this level of

If you’re a renter, you might find yourself considering whether you should buy a home instead- especially when your lease is about to expire. But it’s not always as simple as paying rent versus paying a mortgage. When you’re thinking about making the leap to homeownership, consider some of the factors that might come into play. Cost Of course, money will be a top consideration as you weigh your options. Be realistic about what you can afford. Homeownership isn’t just about th

Generally when you apply for a home loan, you often need to provide your W-2’s and tax returns. But what if you don’t have those? Luckily, there are other options. Bank statement loans are a type of loan that allows you to get a mortgage without the documents that most loans need to prove your income. They are also known as “self-employed mortgages”, “alternative documentation loans”, or "Non-QM loans". Bank statement loans can be used if you work for yourself or own a busine