High Net Worth Individuals and Families

Our clients spend a lifetime building wealth. They shouldn’t have to waste time managing it as well.

It may sound simple, but wealth management can be complicated and time-consuming, requiring expertise across multiple disciplines.

At Ulrich, earning the trust of high net worth individuals and their families is our mission. As advisors with more than 50 years’ combined experience, we serve in a true fiduciary capacity to ensure that our clients have the appropriate resources and investment plans in place to support their goals.

We work closely with clients to understand and lay out a comprehensive financial picture — including liquid assets, real estate, additional business interests and investments, liabilities, cash flow requirements, and more. We then implement strategies that use high-quality investment vehicles with optimal fee structures, monitoring progress along the way to ensure the right goals are achieved.

We also work closely with other professionals to create a seamless plan for reaching our clients’ financial goals — including plans to ensure the proper transfer of wealth to future generations.

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