Preserving Wealth

At Rovere-Mendez Wealth Management, we are inspired by the goals and concerns of our clients. Many seek financial freedom and a feeling of independence. Most are busy with careers and families.

As a team that managed clients’ money and emotion amid 2000, 2008 and 2020 volatility, we are proud that virtually all of those clients remain with us today. We believe that’s due in large part to our perspective on mitigating investment risk. Often, we introduce clients to the benefits of owning alternative investments, which do not correlated to the volatility of major markets.

It is our practice to focus on clients’ life goals, in addition to their bottom lines. Our clients have sent children to college, purchased homes, prospered in their careers, and worked tirelessly to achieve these milestones. By using our knowledge to advise clients on appropriate strategies, we can allow them to focus energy on their careers, families, and serving their communities.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Investment Portfolios

At Rovere-Mendez Wealth Management, we have spent decades honing our investment process. Our approach is a good fit for clients who are as different as they are deserving.

Before we allocate a single dollar of a client’s portfolio, we examine how their assets, liabilities, and overall wealth are structured. Following discussions about risk vs. reward, we build a framework from which we can formulate their investment strategy, which we classify most often as “capital preservation plus growth.” We find this approach helps clients withstand downturns and stay true to their goals.

As long-term investors, we do not look to hit “home runs” with speculative opportunities. Based on our research and that of Merrill, a client’s portfolio may include individual equities, ETFs, mutual funds and bonds. We may also recommend alternative investments – with what may be a combination of real estate, hedge funds, private equity and private debt. Our strength in this area allows clients to benefit from non-correlated assets that we deem attractive, affordable and likely to offer reduced volatility.

Finally, we blend our investment management with tax awareness in a way many advisors do not. By maintaining a watchful eye on clients’ tax consequences throughout the year, we allow for benefits to be realized earlier. We also work closely with clients, their CPAs, attorneys, and our trust department to align wealth transfer, business succession, tax-minimization and estate planning strategies.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Focus On High-Net-Worth Individuals and Business Owners

We  offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances.

No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together; defining your financial goals

• Potential risk management solutions
• Trust and estate planning services
• Potential wealth management solutions
• Access to Bank of America for your credit and banking needs