Wealth Advisory Services
Well-Informed Decisions
We are experts in developing financial strategies, offering a depth of expertise and sophisticated advisory tools unmatched in the industry. Our recommendations are tailored to your situation, and we work side-by -side with your existing accountants, attorneys and advisors to maintain the continuity of planning and execution. Throughout the process we support your decisions, and stay involved until a plan is implemented.
Strategies
Identifying Planning Strategies
Every client’s goals and objectives are unique. That’s why when we determine planning strategies, we customize them to reflect your specific personal, family and financial desires. Our client-centric process helps you clarify your objectives and make carefully planned decisions. Our Wealth Advisory Services include:
- Personal Financial Security Analysis
- Family Wealth Mentoring
- Income Tax Management
- Investment Strategy Formulation
- Retirement Planning
- Philanthropic Planning
- College Education Funding
- Estate Tax Reduction and Control
Planning Process
We develop a comprehensive profile of your situation and use financial models to help identify opportunities. Financial modeling allows you to see the current and long-term impact of choices on financial security, taxation, wealth preservation and other concerns. The ability to compare alternatives in detail simplifies the decision-making process and gives you confidence in the selected strategy.
Financial Modeling
Financial modeling is a strategic cornerstone of our Wealth Advisory process. We create a detailed profile of our client's personal, family and financial situation and objectives. Based on this understanding, financial models are used to compare and contrast planning strategies under various assumptions. This process helps clients evaluate their options and make informed decisions regarding their investments, asset allocation, estate plan and other related financial strategies. Client's decisions are then implemented in a coordinated fashion to balance personal financial security with estate preservation and tax planning objectives.
WSPA
Wealth Security Probability Analysis
Advanced tools are also necessary to analyze the dynamic relationships among wealth management strategies. While some companies only examine a single investment portfolio or strategy, our Wealth Security Probability Analysis tools include all financial assets and the combined effects of multiple planning strategies. It simulates the financial risks of planning and applies those to your entire personal financial situation. This analysis provides you with the “probability or likelihood of success” of a select set of strategies.
Working with Advisors
We believe that assembling a team of specialists including your attorney, accountant and other key advisors is the best way to address your unique situation. We are committed to working with your advisors in ways that:
- Strengthen relationships
- Improve the quality of the decision-making process
- Ensure effective implementation of the your decisions
By coordinating the efforts of the team, we help ensure continuity of service and enhance the quality of the plans we create and implement.
Getting Started
Effective consulting requires a commitment of time and talent, combined with a candid exchange of information and opinion. It requires trust. We believe that trust is earned, not given. Therefore, we follow a process that allows you to measure our capabilities before you engage our services.
Prior to beginning, we engage in an assessment process that gathers information about your objectives, assets, debts, investments, taxes, contracts, agreements, estate documentation and other pertinent data.
