High Net Worth Individuals and Families

You may have read in our mission statement that at Ulrich, earning your and your family’s trust is what we aim for. As advisors, we serve in a true fiduciary capacity to provide financial planning and wealth advisory services. You spend a lifetime building wealth, but having the time to spend managing it doesn’t necessarily follow. At Ulrich, we strive to ensure that individuals and families have the appropriate resources and investment plans in place to support their goals.

It may sound simple, but this can be a complicated and time-consuming process, requiring expertise in multiple disciplines. We work closely with other professionals to ensure that our clients have appropriate plans in place to achieve their objectives — and if needed, to develop plans for transfer of wealth to future generations.

Ulrich works with you first to understand and then to depict a comprehensive financial picture, including liquid assets, real estate, additional business interests and investments, liabilities, cash flow requirements, and more. Based on that, we implement strategies that utilize high-quality investment vehicles with an appropriate fee structure and monitor progress to ensure that goals are achieved.

The Ulrich team has combined experience of over 50 years.

Services include:

  • Fiduciary Wealth Management
  • Financial Planning
  • Estate Planning Coordination
  • Investment Policy Development
  • Asset Allocation
  • Investment Manager – Due Diligence and Selection
  • Ongoing Monitoring
  • Comprehensive Performance Reporting