PWM Services

Asset Protection Planning/ Investment Planning

We offer two types of investment strategies. The first is asset allocation, which diversifies your portfolio among various asset classes and the second strategy is called market trends, which objectively follows trends in world markets. We also incorporate the following proactive investment strategies: tax-efficient investing, risk/return analysis, and stock option benefits planning.

Legacy and Endowment Planning

Many different options exist for leaving a charitable legacy in the name of your choosing. We can help tailor a plan to meet your personal goals which can be structured in a gift that will last forever.

Estate Planning

Establishing an estate plan as a part of your comprehensive wealth management plan can be one of the most effective ways of lowering estate taxes. It is also an effective way to help alleviate the worries about the financial future of family members.

Retirement Planning

No one wants to reach retirement only to realize that they are short of what they need to live out their life the way they have dreamed. Early planning is crucial in pursuing desired life dreams and financial goals. We will perform a retirement feasibility analysis and offer cash flow modeling, pension maximization, and goal comparisons.

Tax Planning

Tax-efficient investing is crucial to those in high tax brackets. We take into account the benefit of tax planning in the wealth management process and continue to make necessary changes to take advantage of ever changing laws.

Trust Services*

We offer extensive trust services covering: revocable, irrevocable trusts, charitable remainder trusts and fiduciary tax preparation. These comprehensive trust services are implemented in a seamless manner, as we customize them to fit your estate needs.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Risk Analysis

As a means to prepare for unexpected events both financial and personal, we perform an annual analysis of your life insurance, long-term care, and disability needs.

Education Planning

Funding for education is one of the greatest gifts a parent can extend to their children or grandchildren. These plans offer an excellent opportunity to save for college along with tax saving benefits. Private Wealth Management has analyzed the most innovative college savings programs available and can make recommendations for the benefit of you and your child/grandchild.

Small Business Succession Planning

Succession, cash flow, and tax planning are all critical to a successful business strategy. At Private Wealth Management we will provide consulting and services with these crucial areas as a priority.

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