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Complete Wealth Management

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

Wealth 360°

For those with assets between $2.5M and $5M

Financial Planning Essentials

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Ongoing Investment Management


Financial Planning

  • Set financial goals
  • 5 year cash flow and savings projection
  • Review retirement account contributions (IRA & Roth)
  • Evaluate employer retirement plans (401(k), 403(b), SEP IRA, etc.)
  • Elect employee benefits & evaluate supplemental coverage needs
  • Investment portfolio analysis, strategy, and recommendations
  • Year-end tax planning & savings
  • Stock options strategy and stock plan optimization (ESPP, RSU, ISO, NQSO)
  • 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

  • Portfolio diversification and rebalancing quarterly
  • Risk loss analysis
  • Capitalization on emerging trends
  • Review alternative investment options
  • Evaluate tax-efficient investment options
  • Tax-loss harvesting
  • Quarterly performance review and strategy meetings

Wealth 360° Plus

For those with assets greater than $5M

Financial Planning Advanced

+

Ongoing Investment Management


Financial Planning


Everything from Financial Planning Essentials plus:

  • Tax coordination meeting with your accountant
  • 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

  • Portfolio diversification and rebalancing quarterly
  • Risk loss analysis
  • Capitalization on emerging trends
  • Review alternative investment options
  • Evaluate tax-efficient investment options
  • Tax-loss harvesting
  • Quarterly performance review and strategy meetings

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