Wealth Management is the careful planning and execution of strategies to achieve financial freedom. It covers a wide array of topics, which are all critical to achieving your financial goals. Learn about what Wealth Management entails, and how we can help you achieve financial freedom.
Lifestyle
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Creation and monitoring of financial plan
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Liquidity planning and reporting
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Assistance with acquisition of lifestyle assets
Expense Management
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Receive/post outstanding payables
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Establish effective internal controls, including expense approvals and archiving
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Categorize and code expense transactions
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Track payments and transfers between entities
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Maintain and manage cash balances
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Facilitate detailed financial reporting, maintain trial balance and general ledgers for each separate entity
Document Management
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Maintain document inventory, including entity organization/trust documents, tax ID documents, annual reports, minutes, etc.
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Maintain summary of major assets, ownership and key contacts
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Maintain investment documents, statements, financial reports and correspondence
Taxes
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Federal, state and local income tax planning
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Timely harvesting of gains and losses
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Maximizing the benefits of philanthropy
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Closely-held business tax and coordination of planning
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Tax planning for trusts and estates
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Coordination of financial data with tax preparers
Investments
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Investment policy definition
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Asset allocation strategy
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Manager selection and oversight
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Ongoing portfolio review and reporting
No matter what your current financial situation is, we are here to help you along the path to financial freedom. Contact us today and let us help you achieve your goals.
