Private Wealth Services
Advanced Financial Planning for Families
Private wealth management is often more complicated than just making investment portfolio decisions. Family dynamics, estate planning and legacy preservation strategies, and even addressing with caretaking provisions are issues we help our private wealth clients clarify and work towards resolving.
Advanced Financial Planning for Executives
Our knowledgeable team understands the financial planning needs of corporate executives, is skilled at analyzing complex compensation and benefits arrangements, and is equipped with the advanced planning tools that are required to provide clear, thoughtful financial guidance. From restricted stock sales, to deferred compensation benefit elections, to tax-sensitive investing, we can help you understand your options and make well-informed decisions.
Our experienced Advisors are uniquely positioned to provide private wealth guidance to our clients:
- Larry Teichman CFP®
- Samir Gautam
- Carey Freimuth CFA®, AIF®
- Caritas Financial Investment Committee
- LPL Financial: High-Net-Worth Consulting Group
- Third party resources (accountants, attorneys, etc.)