Comprehensive Wealth Management

Essential Wealth

Essential Financial Planning plus Ongoing Investment Management

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Advanced Wealth

Advanced Financial Planning plus Ongoing Investment Management

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Essential Wealth - For those with assets between $1M and $3M

Financial Planning

  • Investment portfolio analysis, strategy, and recommendations
  • Year-end tax planning & savings
  • Stock options strategy and stock plan optimization (Employee Stock Purchase Plan, Restricted Stock Units, Incentive Stock Options, Non-Qualified Stock Options.)
  • Debt strategy for mortgage, student loans, auto loans, etc.
  • Traditional versus ROTH contribution analysis
  • Education and college funding
  • Insurance planning (Life, Disability, Long-term care)
  • Assistance with major purchases (i.e. home buying help)
  • Review custodial account contributions

Investment Management

  • Analyze risk tolerance and capacity
  • Identify investment Goals
  • Provide recommendations
  • Monitor portfolio drift
  • Review alternative investment options
  • Quarterly strategy and tactics meetings

Advanced Wealth - For those with assets over $3M

Financial Planning

  • Everything from Essential Financial Planning plus: Year-end tax planning & savings
  • Alternative investment strategy (private equity, venture capital, non-traded real estate)
  • Tax-qualified investment consideration (exchange funds, qualified opportunity zones, deferred annuities, etc.)
  • Retirement income forecasting and planning
  • Concentrated stock strategies & liquidation (10b5-1 planning)
  • Estate planning review - updating documents and beneficiaries as needed
  • Budget analysis (spending by category, spending history, budget establishment)
  • Roth IRA Conversion analysis
  • Annual gifting & charitable giving

Investment Management

  • Analyze risk tolerance and capacity
  • Identify investment Goals
  • Provide recommendations
  • Monitor portfolio drift
  • Review alternative investment options
  • Quarterly strategy and tactics meetings

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