THE AUREUM STORY
The Latin word Aureum, literally means “golden.” It has been used throughout the ages to denote elegance and exclusivity, as well as to describe something of excellence. The Florentine “florin” was created back in the 13th century of the finest, purest gold available, and for almost 300 years was one of the most important coins in European history for commerce. The design features the distinctive Fleur-de-Lis used in the heraldry of kings and queens.
Aureum Wealth Management was founded based on the need for a more elevated and exclusive investment experience. We have created a unique process through which high-net-worth individuals and enterprises can channel their wealth, using customizable and integrated solutions to realize their financial goals. Decades of experience has shown us that proper wealth management is about planning and protection, as well as flexibility and financial acumen.
Aureum Wealth Management
An Elevated Approach to Investing
In the ever-evolving world of finance, the journey to financial security isn’t one to be taken alone. The Aureum team understands that your financial journey is uniquely yours. Our process includes leveraging strategic partnerships, tax efficiency, and institutional level research for excellence in portfolio design. We believe in transparent relationships built on communication, collaboration, and confidentiality.
Plan For Your Financial Future
Your financial well-being is all about having the “right” investments for you. We take a 360 degree look at your financial situation and your goals, because every individual, every couple is unique. We challenge ourselves to find financial solutions that exceed clients’ expectations. As fiduciaries, we’ll educate you about your options so that you make sound choices, and be sure we have answers to your questions.
A Client-Centric Experience
The level of support you receive from your advisory team is backed by a research as well as global trading and investment resources. Our goal is to build a customized investment plan and portfolio designed for your financial security, that will help you achieve your dreams. We want you to have the freedom to focus on your family, your business, and your future.
An Elevated Investment Approach
A financial investment strategy and a properly constructed tax-efficient portfolio should weather the ups and downs of current markets, and also maximize opportunities for the future. We believe in a research-driven, consistent approach that concentrates on factors like long term growth, broad diversification, tax and cost efficiency, as well as proper risk tolerance.
The Aureum Difference
- Cutting Edge Resources
- Innovative Solutions
- Tax-Efficient Investing
- Strategic Asset Protection
- Risk Management
- Tailored Retirement Planning
- Fiduciary Advisory Team
- Interactive Financial Planning Tools
Retirement Planning Services
Save for a secure financial future with a sound, well-designed retirement plan. There are a variety of options available for both you and your employees. We’ll help you pick the plan that is right for your business. Retirement plans are a key benefit to offer your leadership, managers, and staff, from both a recruiting and retention standpoint. Even after implementation, your Aureum team will keep you abreast of regulations and market changes, assist with cost projections, as well as educating and engaging plan participants.
Private Client Services
Our Private Client Services professionals offer knowledge, experience, and personal attention to high-net-worth individuals and families, family office entities, business owners and entrepreneurs, looking for customized design and implementation of comprehensive income tax, financial, and estate planning solutions. In addition, we offer a wide variety of services such as wealth transfer and preservation planning, charitable giving, gifting, succession and business exit planning. We also work with private foundations.
