Wealth Management

Wealth Planning:

• Comprehensive planning-based asset management
• Income planning
• Education planning
• Retirement planning
• Stock option analysis and planning

Asset Allocation:

• Customized asset allocation
• Cohesive household allocation modeling
• Strategic, tactical, and blended strategies

Tax Planning:

• Tax-efficient strategies
• Tax advisor integration in the planning process

Estate Planning:

• Estate plan organization
• Coordination with estate attorney to optimize planning goals
• Title and beneficiary review and consultation
• Corporate trust services through *private trust company

Insurance Consulting:

• Policy review and assessment
• Survivor protection
• Income preservation
• Estate preservation

Senior Care Planning:

• Long-term care risk assessment
• Long-term care insurance consulting
• Coordination with POA for payment of Care