OUR PHILOSOPHY - COMPREHENSIVE AND FOCUSED
Over more than 30 years of working with clients and their families, Bishop Wealth Management has developed a comprehensive approach to managing clients’ wealth. We have developed a specialized and time-tested process to wealth management designed specifically for the unique needs of ultra-high net worth individuals, families and their family offices.
AN EXPERIENCED, THOUGHTFUL APPROACH
Our process requires a thorough understanding of your complete financial life. This all-encompassing analysis allows us to integrate the best strategies in which your financial decisions best complement each another, from taxes to trusts to types of income and timing of distributions. We complete your financial plan with our team of experts who are experienced in every financial discipline needed for your family’s specific circumstances and we turn this knowledge into clear, sensible advice.
BUILDING THE FOUNDATION OF OUR RELATIONSHIP
Customizing wealth management strategies to ultra-high net worth individuals and their families (whether they are highly compensated executives, professionals, business owners, or inheritors of wealth) starts with creating an in-depth exploration of your wealth. This effort requires diligence and time on our part and yours, but in our shared experience we will establish a long lasting partnership. This exceptionally high level of client service sets the foundation of our durable relationship.
AN EXPERIENCED AND DEEP TEAM OF PROFESSIONALS
Our team has experience in all facets of financial life. Each member has different areas of expertise and all of us come together to leverage that knowledge to your best advantage. Our seasoned experience has allowed us to counsel our clients’ vast, and often complex, life scenarios. As a result, our team understands the interrelated nature of every recommendation we make, and we have the resources to coordinate our advice for every twist and turn in your financial life.