Wealth Management

Working with you towards a secure future


At Financial Architects, we are specialists in assisting people in making the most out of their assets. Our highly tailored financial planning and investment plans take a personal approach to wealth management.

With decades of expertise to fall back on, our wealth management services help you protect and grow your investments, even in the most uncertain of times.

Contact us today to find out more about how the personal approach to wealth management can work for you.

Wealth and Investment Management Made Easy

Knowing how to make the most of your investments can be stressful, time-consuming, and complex. Our team of qualified investment experts can take the strain off the process.

Whether you are planning for your retirement, helping the kids, or just want the safety net of something put aside for a rainy day – Financial Architects can help. We are here to help you grow your wealth and invest wisely.

To find out more:

Contact Us

Call us today to find out more on 01 8027669/70 or email m.dempsey@financialarchitects.ie to book an appointment.

Financial Architects – Working with you every step of the way

No two individuals are the same, everyone’s needs and goals will differ. That’s why we take a “lifestyle” approach to wealth management.

This holistic approach to wealth management addresses the fact that each client is an individual with unique needs and goals. Our financial experts work with you every step of the way to create a highly-personalised wealth management plan.

Our wealth management plans are based not just on your goals but on your current needs too! This depth of understanding of each client’s circumstances allows us to work with you to create the perfect portfolio.

Contact us today to find out more about our tailored wealth management solutions.

How we do it

Our financial experts begin by getting to know you, your financial needs, and your future goals.

Once we have all the required information, we will work with you to create a tailored wealth management plan. This will include factors like: 

  • Your risk tolerance
  • Comprehensive financial analysis
  • Current needs
  • Long-term needs and future goals
  • Impact of potential future scenarios on your wealth management plan (inflation, loss of income, etc.)

With Financial Architects, you have access to insightful wealth management services that are designed for your lifestyle. Contact us for more details on how we can help with your wealth management.

Getting Started is Easy

Find out more about how our wealth management services can help build a secure future

We know that many people find the complexities of investing a daunting experience. At Financial Architects, we tell you everything you need to know in plain English. Contact us today to find out how easy it is to get started with a wealth management plan.

How to become a client?

Getting started is easy! Click below to contact us and take the first step to financial freedom.

Contact Us

Wealth Management FAQs

What are wealth management services?

Wealth management services are designed to take your current assets and investments and build them into a portfolio that will maximise their potential.

More specifically, wealth management services consider your current circumstances and financial needs, future goals and retirement plans, and any other relevant circumstances.

Based on this information, a financial adviser will draw up a wealth management plan that is tailored to fit an individual’s needs and goals.

What is involved in compiling a wealth management plan?

The most common steps involved in compiling a wealth management plan include: 

  1. We start by understanding each client’s current financial circumstances.
  2. The next step is to identify the client’s current financial needs and expectations and their financial goals.
  3. This information allows us to build a wealth management plan that is tailored to the individual.
  4. Good wealth management solutions will continue to monitor the plan and adjust it as circumstances dictate.

Is there a difference between wealth management and asset management?

Yes, there are differences between wealth management and asset management. Although they are similar fields, there are some subtle differences between the two.

The differences can be summed up in a sentence – Wealth management takes a more holistic view of an individual’s financial situation and goals, whereas asset management is focused mainly on growing the value of individual assets.

What is the "lifestyle" approach to wealth management?

At Financial Architects, we take a lifestyle approach to wealth management. The lifestyle approach is a person-centred style of wealth management that takes a holistic view of the client’s financial goals and – importantly – their current needs and aspirations.

In other words, we offer strategic guidance aimed at securing your future whilst achieving your dream lifestyle.

Is getting a wealth manager worth it?

Wealth management is a complex subject with incredibly high stakes. With a lot to gain and even more to lose, acquiring the services of a wealth manager is definitely worth it.

A secure future is something we all aspire to, and a wealth manager has the experience and the knowledge to ensure that your lifestyle and future financial goals are in safe hands and protected.


The value of your investment may go down as well as up. You may get back less than you invest.
Past performance is not a reliable guide to future performance.
These funds may be affected by changes in currency exchange rates.