Wealth Management
Wealth management in St. Louis.
Ongoing oversight of your investments, aligned to documented objectives and reviewed with you on a set schedule. Wealth management is the coordination layer over every other part of your plan.
Oversight, not a one-time portfolio.
Wealth management at Detalus is a continuing relationship, not a product. We build a portfolio around the goals you have named, then manage it through changing markets and changing circumstances, documenting the reasoning at each step.
Investment management is included in every wealth management engagement, so allocation, rebalancing, and tax considerations stay coordinated with your retirement, college, and legacy planning rather than running in separate silos.
What is included
- Portfolio construction aligned to your written plan and risk tolerance
- Disciplined rebalancing as markets and allocations drift
- Tax-aware management and sensible asset location
- Coordination with your retirement, college, and legacy goals
- Scheduled reviews with documented decisions and next steps
How we approach wealth management
We start by documenting where you are and what you are working toward, set benchmarks, and put the fee structure and scope in writing. From there, the work is steady: measure progress against the benchmarks, adjust as conditions change, and keep you informed at every review.
Wealth Management
Common questions.
How is wealth management different from financial planning?
Financial planning produces the plan; wealth management carries it out and maintains it. Most Detalus clients use both, with the plan setting the targets and wealth management keeping the portfolio aligned to them over time.
Are you a fiduciary?
Yes. Detalus is an SEC Registered Investment Advisor, held to a fiduciary standard and obligated to act in your best interest.
How are fees structured?
Fees vary by engagement and the scope of the work. Detalus documents the fee structure in writing before any work begins, so there are no surprises.
Related services
Part of one coordinated plan.
Put your portfolio on a documented plan.
A consultation is a documented review of where you are and what it will take to reach what you have named. No obligation.
SEC Registered Investment Advisor · Fiduciary · Serving St. Louis since 1999