Bonnett Wealth Management’s service begins by listening. To go the extra mile, which has been the hallmark of Bonnett Wealth Management, we focus on getting to know our clients.
We work with clients to design an ongoing system for comprehensive money management and strategic investing. This involves a few meetings as the diagram shows.
We serve as your Personal Network Relationship Manager. That is, we manage the relationships with your exiting advisors and, if necessary, with those in our Network of Specialists.
Our Network of Specialists includes estate planning attorneys, tax specialists, chartable giving advisors, insurance specialists and more.