Who benefits from a wealth management plan? Individuals or families with over $500,000 in investable assets, including employer sponsored retirement plans, benefit from our comprehensive wealth management services.
Guidance on financial issues. By leveraging our experience and wide-ranging network of financial and legal professionals, we provide you with value-added investment guidance and solutions to the complex financial issues facing you and your family in the following areas:
- Cash flow projections and their impact on net worth
- Education funding projections and strategies
- Retirement needs, funding and strategies
- Investment allocation and investment portfolio design
- Strategic income tax planning
- Wealth transfer and estate planning
- Social security evaluation
- Gift and philanthropic planning
We also have extensive experience and knowledge of creative ways to pass money from one generation to another with financial, tax and non-financial benefits to the giver and receivers.