Broker Check

Wealth Management

Your Guide to Wealth Management

Our wealth management team can help you make better decisions for your financial future. Whether you’re planning for retirement, saving for college for your kids, or trying to optimize your portfolio holdings, you need a financial advisor to guide you through the complexities of your finances. Our wealth managers focus on providing you with comprehensive services that include a holistic view of your financial situation.

We customize your wealth management strategies to your individual needs, but they typically include managing risk with insurance planning and reducing your tax liability by being strategic about taxes. Our job is to create a plan to help you reach your financial goals and objectives. As you reach new milestones in life, your goals may shift. We’re here for all of it, managing your wealth and supporting your road to financial success.

Our Strategies for Managing Your Wealth

Wealth management includes all areas of personal finance. Which services we provide for you depends on your current objectives. Your financial plan will change over the years as you progress in your career and build the life you want. We’ll be there to adjust course and provide the financial support you deserve.

Investment Portfolio Analysis: We review your current holdings and help you make any necessary changes or adjustments.

  • Asset Management: We provide professional fee-based portfolio management.
  • Tax-Advantaged Investing: We help reduce your tax liability.

Business and Executive Benefit Planning: We review company stock options, provide succession planning, and develop key executive benefits.

Retirement Planning: We design an investment strategy to help you accumulate the assets you need for retirement.

  • Retirement Income Planning: We design strategies to help create and protect the income you need throughout retirement.

College Planning: We implement long-term planning strategies to help ensure you are ready when your children/grandchildren are.

Estate Planning: We provide wealth preservation, continuity, and tax efficiency.

Charitable Gift Planning: For charitably minded clients, we help determine the most beneficial method of making gifts.

Risk Management: We help you prepare for the unexpected. We conduct insurance needs analysis and use the most appropriate products based on our analysis of your financial needs, with no allegiance to particular companies.

Benefits of Working with Our Wealth Managers

Working with our team of experienced wealth managers can help you accomplish your financial goals. We’ll set you on the path to investment success by considering all the factors that go into making the best financial decisions for you. It’s not just about selecting the investments that will help you reach your goals, it’s also about being strategic about your tax burden and protecting the wealth you’ve built.

Frequently Asked Questions

There are different reasons to work with our wealth managers. Maybe you’re trying to reach specific financial goals, such as early retirement, or maybe you want to optimize your portfolio to ensure you’re on track with your investment objectives. You may also choose our wealth management services to reduce your tax burden and protect your assets. If you want to reach your full financial potential, wealth management can help you get there.

When you think of protecting your wealth, you may consider which strategies reduce risks inside your investment portfolio. While that’s an important part of protecting your wealth, we also consider the impact taxes have on your earnings. Reducing your tax burden provides a direct financial benefit for your net income. Finally, we don’t forget about using insurance to protect your family and the wealth you’ve built.

Every investment decision you make impacts your taxes. It can either reduce your tax burden or increase it. We’re here to help you take advantage of tax-saving strategies, such as tax-loss harvesting, to increase your net earnings. Reducing your tax burden is also a component of selecting the right retirement distribution strategy.

When you use a wealth management strategy, you take the guesswork out of your finances. With a strategy developed by a wealth manager, you can continue building wealth without stressing and worrying over it. A wealth management strategy saves you time and helps you set suitable financial goals.

Contact Us for Your Wealth Management Needs

It’s time to take control of your wealth. Our team at (k)RPG can help you with all your wealth management needs, no matter what your current financial goals are. Call us today to schedule an appointment and start working toward a better financial future for yourself and your family.