Comprehensive Services

Mansour Wealth Management offers an array of services that encompasses both sides of the balance sheet. Because of our extensive experience, we have established strategic relationships with other professional financial advisors.

Comprehensive wealth management & financial planning

  • Retirement planning
  • Business succession planning
  • Insurance planning
  • Estate planning

Investment management

  • Equities
  • Fixed income
  • Alternative investments
  • Real Estate
  • Private Equity

Charitable & philanthropic giving

  • Develop advanced strategies based on personal values
  • Long-term and tax-effective focus

Trust and custodial services

  • Designated advisors for individual trusts
  • Executor of estates
  • Trustee of foundation and life insurance trusts
  • Asset management