Bicknell Capital Management, Inc.
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| RETIREMENT PLANNER |
Personalize your own retirement plan. |
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How We Work
| Wealth management has been in existence for as long as there have been millionaires in America. The earliest form of wealth management is perhaps the “Family Office” model. Initially, such offices were dedicated to serving a single wealthy family through a consortium of investment advisors, bankers, attorneys, accountants and others handling all the family`s financial matters. The services ranged from investment management and estate planning to charity advice and private banking. |
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As America has evolved demographically, the family office model has also evolved to the multi-family office model that we utilize today. We are now able to offer you the high levels of personalized service once enjoyed only by the ultra-affluent and very wealthy. In addition to the services described under Wealth Planning, we deliver the customized expertise our principals have gained from over 40 years of diversified financial and investment experience. Let us put that experience to work for you. Contact us to find out how we can help you meet your financial goals. |
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