Services

High Net Worth Offerings

• *Business Liquidation and Asset Transfers (IPO, ESOP, M&A, Outright Sale, etc.)
• *Business Valuation
• Charitable Contribution Planning
• Estate Planning and Generational Transfers
• Executive Bonus and Compensation Planning
• Stock Option Planning
• Tax Planning and Taxable Income Reduction Strategies

Core Product Offerings

• Asset Management
• Cash Flow Management
• College Planning
• Direct Deposit and Bill Pay Services
• Financial Plan Development, Management and Monitoring
• Detailed Periodic Portfolio Performance Review
• *High Net Worth Mortgage Solutions
• *Private Foundation Administration
• Qualified Retirement Plan Design and Consulting
• Retirement Planning
• Survivor Needs Analysis and Insurance Review
• *Trust Services

* Denotes a service provided in conjunction with a qualified PRIVATE WEALTH CFOs business partner.

We offer a complimentary and confidential private briefing meeting.

Call to schedule an appointment (240) 395-4455