Personalizing your wealth management service is more than just numbers; it's about compassion, experience, and intellect combined.
With a warm and welcoming approach, we address your unique wealth stage and life challenges with professional guidance in the following specialty areas:
Wealth Specialties We Enjoy Working with You on:
Helping Women Prepare for a Longer Sustainable Retirement
You Are
As a mom, daughter, wife, I can appreciate that while women are gearing up to receive sizeable wealth transfer in the future, women are generally still reaching retirement with less assets than men, experience longer retirement years, incur higher healthcare costs, and are more likely to be widowed and in need of long-term care.
We help
I work closely with women-led households to prepare for a multitude of scenarios including higher tax implications at time of widowhood to support them in preparing an income strategy that may protect her from running out of her money. a potentially costlier retirement and prepare for a longer, more sustainable retirement.
we plan for
We provide personalized strategies that consider longevity, healthcare costs, and lifestyle goals to ensure that our clients can enjoy their retirement years with peace of mind.
Managing Sudden Wealth Windfalls from Inheritance, Widowhood, or Business Exits
You Are
Sudden wealth, whether from an inheritance, widowhood, divorce, business exit, real estate, or equity exits, can be a period of transition with very mixed emotions, which may makes all the money moves even more overwhelming.
We Help
We combine compassionate care with intellect to help you navigate difficult life-changing events with expert guidance on managing and adapting to your new wealth situation. For example, we may look to see what required minimum distributions (RMD) you may be required to fulfill,or how your taxes may be raised from the change in your tax profile.
we plan for
Our goal is to create a comprehensive plan that aligns with their long-term financial objectives and personal values.
Preparing Pre-Retirees for their Decumulation
You Are
The transition to retirement is a significant milestone that requires careful planning because the wealth management steps to protect clients from outliving their assets may be very different than the approaches they took to accumulate their retirement nest egg in the first place.
We help
I help pre-retirees, within 10 years from retiring or hitting their 'work-optional' phase, in preparing to live off their savings and assets, with considerations for optimizing social security, tax implications, and other factors that impact their to maintain a sustainable lifestyle without running out of money.
we plan for
I provide personalized strategies that consider longevity, healthcare costs, and lifestyle goals to help clients enjoy their retirement years with peace of mind.
Guiding High-Earners Through Tax Challenges
YOU ARE
For high-earners who have a decent amount of savings but still feel that most of their hard earned money is going towards paying taxes, their hard work is going towards just paying taxes, we support with guidance to help you optimize your income.
we help
I focus on helping you optimize what assets are being created and where they are being placed from a tax-efficiency perspective. Our strategies focus on optimizing long-term tax burden and maximizing your high earnings to build lasting, sustainable wealth.
WE PLAN FOR
Whether your high income is consistent or everchanging, we hope you make the most of your earnings to create lasting long-term wealth and future income.
"Imagine the peace of mind you may experience having dedicated wealth management, giving you hours back on your calendar to focus on more of life's happy moments or your favorite pursuits."
Let's connect and see if we are good fit to support your wealth journey.