Complete Wealth Management
360° Management:
Financial Planning
+
Ongoing Investment Management
+
All other unique financial needs - estate planning, special tax coordination, etc.
$2,000,000 minimum with TPWA
Investment Services Only
- Portfolio analysis and rebalancing
- Risk analysis
- Capitalization on new, emerging trends
- Tax-loss harvesting
- Quarterly performance review and strategy meetings
$500,000 minimum with TPWA
Financial Planning
- Cash flow analysis and goal setting
- Retirement account contributions
- Employer retirement and benefit plans
- Investment portfolio analysis and recommendations
- Education and retirement planning
- Insurance analysis
Starting at $6,000
Pre and Post IPO Planning
- Restricted stock units (RSUs) and stock options (ISOs/NQSOs) exercise strategy
- Liquidity & cashflow considerations
- Tax-efficient diversification strategies
- Concentrated stock strategies
Starting at $5,000
Estate Planning
- Generate and draft estate planning documents with attorney - trust, will, power of attorney, health care agent, guardianship
- Assistance with notary and all processing
- Gifting strategies
$6,000
Retirement Planning
- Clarity on retirement plan
- Identify improvement areas
- Scenario modeling with age/income/spend variables
- Action plan working towards retirement goals
$8,000
Home Buying Essentials
- Scenario modeling
- Cash flow planning including property tax and maintenance expenses
- Down payment analysis
- Assistance with mortgage options
$2,000