Wealth Advisory Services
Who We Serve
Compensation utilization: 401(k), stock options, restricted stock, ESPP, NUA, phantom stock, NQDCs, HSA, and more
They believe in wealth building. Too busy to effectively plan, but they understand and appreciate consultation services
who are in need of:
Tax efficient distribution strategies, healthcare coverage options/Medicare, and pension optimization, including social security
Estate Planning Strategies
Professionals and retirees who want to create an efficient transfer of assets to their heirs and succession of their businesses
Life insurance, disability income and long-term care planning
Investable assets of $750,000
to $20 million
We work with clients above and below these thresholds - but have targeted this range to maximize our base of knowledge and experience.
Household Earnings > $300,000
We assist in planning for and collaborating with clients to explore tax efficient strategies while increasing cash flow.