CFO Services: Dedicated to Personalized Wealth Management
We offer comprehensive financial planning and wealth management where we’ll focus on your customized plan to build a solid foundation. As your financial partner, we honor fiduciary principles to act in the best interest of our clients. You can be confident that we’ll select the right tools and services to help guide you to your goals.
Compare our CFO Services with the services that you are currently receiving. Our CFO Services focuses on six key areas:
Investment management
- ·Independent Advice, Fiduciary Asset Management
- Value aligned investment approaches, ESG investments, and Impact Reporting
- Review investments and develop a custom portfolio to meet your needs and goals
- Advice for employer plans & concentrated position analysis and strategies
Tax PlanninG
- Review of your tax return to highlight and maximize tax reduction strategies
- Recommendations of tax solutions including tax advantaged investments
- Staying up-to-date on and presenting new tax laws that can affect your situation
- Collaboration with your tax professional or referral to tax professional if needed
Life Planning
- Designing savings strategies that align with your planning goals
- Guidance for: Life changes, growing family, home purchase/sell, career changes
- Guidance for: Executive and equity compensation, RSUs, stock options
- Guidance for: Education planning, charitable intentions, and Donor Advised Funds
Retirement Planning
- Analysis of income needs, guidance to fund income needs to optimize your lifestyle
- Recommendations for appropriate distribution strategies for IRAs & employer plans
- Beneficiary review and guidance
- Concentrated position analysis and strategies
Family Wealth Planning
- Review current estate plan with guidance and reminders for subsequent reviews
- Strategies to efficiently transfer wealth to your loved ones in the manner you want
- Collaboration with your estate planning attorney for your best interest
- Assistance in transferring assets to your trust(s)
Education & Engagement
- Quarterly reviews first year, semi-annual, or annual thereafter
- Quarterly Economic Reports, special reports, educational and special events
- Keep you informed on current strategies, economic reports, ESG and B-Corp news