At the center of Pertria’s Wealth and Real Property Portfolio Management design is a strategic alliance with a national wealth management firm and local Certified Financial Planners®. Through these strategic relationships, Pertria is able to orchestrate a comprehensive asset and risk management assessment that incorporates real estate holdings. With this powerful combination, investment strategies are developed that reflect all of your financial, retirement, and estate planning objectives
This uncommon offering maps the interconnections within a financial plan, helping to close gaps, limit potential overlaps and reduce risk exposure. For the client, this creates a synergistic and integrated wealth management approach that streamlines the overall execution of their wealth management.