Semus Wealth Partners is dedicated to providing transparent, objective recommendations and ideal solutions that meet each client’s unique financial situation. Whether they need help with investment management, retirement planning, estate planning or risk management, our clients know they can count on our comprehensive advice and dedicated personal service and attention.
We have strong, lasting relationship with clients from coast to coast.
Retirees want a time-tested and proven asset allocation and investment strategy to help them not to out live their money. This requires access to non-proprietary investments, and assurance that you can trust your advisor to help keep your portfolio on track.
As pre-retirees are approaching their retirement, it is critical to have a comprehensive retirement strategy to help them get started to make the shift from wealth accumulation to wealth preservation and income distribution.
Professional, Doctors, Executives
We work with many clients who are leaders within their industry. A Semus Wealth Partners client is seeking a long term professional relationship built on trust and ongoing unbiased investment counsel. Many of our clients have had experience with self-management or with the traditional financial advisory sales model. Semus Wealth Partners clients appreciates the partnership approach we take to help them manage their wealth successfully by collaborating with them with professional, objective and competent advice.
We are instinctive about balancing your capital needs with your individual wealth. Financial independence, business succession, and security for future generations are paramount as well. We work with you to understand both your personal and business needs.
Every family has unique objectives, challenges and family dynamics. We strive to listen to all members of the family and understand what is most important to each family member. We help bring harmony to the family.