Willow Grove Advisors acts as a fiduciary with a duty to take care of our clients' assets
"You create your future by what you do in the present." ~ Bangambiki Habyarimana
As your Wealth Manager, we:
- Perform initial and ongoing wealth analysis
- Make sure all Estate and Trust planning is up to date and suitable for your current and anticipated circumstance
- Bring in insurance experts to make sure you are suitably insured for your changing wealth circumstance
- Make asset allocations and tactical recommendations
- Recommend and oversee funds and fund managers using appropriate due diligence
- Review account data and provide timely reports
- Screen investments using socially responsible criteria
- Coordinate with tax professionals on all tax planning and provision of tax information
- Conduct quarterly account monitoring
- Measure and evaluate account performance
We coordinate with:
Tax Professionals
- Provide information and forward tax documents
- Integrate overall tax status relating to investments
- Initiate and integrate tax planning when needed
Attorneys
- Initiate a review or implementation of Estate Plan
- Estate and wealth transfer planning – Pre and Post IPO/Merger or Acquisition
- Cross-border estate planning and asset protection for multi-constituent individuals and families
Insurance Specialists
- Initiate a review of current insurance to make sure clients are covered at the appropriate level at the right price
- Cross-border asset protection for assets outside the US and for multi-country family wealth transfer
- Long-term care insurance options
Custodians 
- Safeguard assets
- Record transactions
- Generate account statements
- Generate tax documents
Money Managers
- Conduct security and technical research
- Make security buy and sell decisions