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WEALTH PLANNING


The decisions you make about your wealth today will help define the life you lead tomorrow – and the life you provide for your family. Our wealth planning experts can help to guide you through these decisions.

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WE’RE HERE TO HELP


Our experts are here to help you achieve what matters most to you.
Learn more about our team members and get in touch with one today.

Jason Miller

National Director of Planning,
BMO Wealth Management – U.S.

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OUR APPROACH


Our comprehensive wealth planning process balances a personalized analysis of your situation with a thorough assessment of the markets and the economy.

 

Beginning with an in-depth evaluation of your unique goals, time horizon, income needs and tolerance for risk, we suggest practical next steps and provide recommendations based on potential market volatility and other real world factors.

 

We take a four-step approach to creating a personalized plan that’s designed to help manage your wealth according to your individual objectives:

 

  1. Clarifying where you are today, and where you want to go.Your team listens carefully to understand your core values, objectives and priorities. A review of your current financial standing is the starting point for a plan that addresses your current position and aligns with your future goals.
  2. Create an action plan.Once your team understands your goals and objectives, they develop your financial plan with the help of specialized planning software. Your plan will include recommended financial strategies designed to help you reach your unique goals.
  3. Help you implement your plan.The comprehensive resources available to your team allow them to implement the strategies recommended in your financial plan. They can also work closely with your other professional advisors to help achieve your vision.
  4. Help you stay on track.Maintaining a close relationship with you, your team regularly reviews your current situation and works with you to address any changes you may have experienced. They will help you revise your plan to remain aligned with your goals.
     

RELATED INSIGHTS


Explore our resources and insights to help you make smarter decisions and help you manage your wealth to its fullest potential.

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CONTACT US


Let’s talk about your wealth management needs.

LEGAL


The products and services available will depend on the business unit with whom you are working.
* Securities, investment advisory services and insurance products are offered through BMO Harris Financial Advisors, Inc. Member FINRA/SIPC. SEC-registered investment adviser. BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. are affiliated companies. Securities and insurance products offered are:  NOT FDIC INSURED – NOT BANK GUARANTEED – NOT A DEPOSIT – MAY LOSE VALUE 


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