Nachman Norwood & Parrott releases update to Perspectives on Wealth Management Insights
September 20, 2017
Nachman Norwood & Parrott (NNP), a wealth management consultancy, released a 2017 update to Perspectives released last year. The informative resource highlights wealth management, tax, legal, real estate and insurance planning insights that high net worth individuals should consider in 2017. To create the comprehensive update, NNP regrouped with the same team of professionals originally interviewed to understand how trends have changed and learn more about the issues facing them today.
“A lot can happen within a year and our clients rely on us to stay on top of the trends,” said Maura Copsey, Vice President of NNP. “This updated piece brings a new perspective to an ever-changing environment, and we are pleased to be providing the resources needed to help clients meet their goals.”
Last year, NNP released, Perspectives, their inaugural perspective paper focusing on the elements of a true wealth management plan. They received and gained insights from experts who specialize in key categories of wealth management. Engaging industry professionals to help guide specific areas of wealth management can help enhance the ability to understand the interconnectivity and repercussions that decisions or events can have on wealth.
“It is essential to have a diverse and informed perspective to help grow and preserve your plan,” says Ben Norwood, Managing Director of NNP. “Our cross-team approach provides the collective experience of consulting with both our team and experts in other fields to ensure you gain the knowledge you need to make informed wealth management decisions. There are often unknown variables that could influence your financial planning and that changes year to year.”
A few key takeaways from Perspectives include discussing life events before they occur with your tax advisor, being aware of major changes in healthcare and Medicare reform and keeping the future top of mind. NNP specializes in meeting the needs of high net worth clientele by utilizing a holistic, team-based approach.
About Nachman Norwood & Parrott
Nachman Norwood & Parrott is a Greenville, SC-area wealth management consultancy for top-tier individuals and qualified retirement plan sponsors. They work with each client to understand their clients’ unique financial visions and offer critical knowledge and insight to help bring that vision within reach. For more information, visit www.nnpwealth.com.
About Wells Fargo Advisors Financial Network
For 15 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Co, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what’s right for clients. Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,404 owners and advisors in 660 practices administering over $95.3 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC Member SIPC, separate registered broker-dealer and non-blank affiliate of Wells Fargo & Company. www.wfafinet.com
Nachman Norwood & Parrott is a separate entity from Wells Fargo Advisors Financial Network.
