Get more from your financial advisor.
At ProjectWealth, we’ve been helping people pursue their goals for decades. Many of our clients are people looking for someone who will go the extra mile to assess their total financial landscape. (It’s not only about your investments.) As a full-service wealth management firm, we tailor our services to meet your needs and objectives instead of the other way around.
Do you want to:
√ Get organized financially, so you feel in control of your personal finances
√ Clarify your personal goals and create a vision to pursue them
√ As a business owner, diversify your assets and income away from your business so even if your business has a downturn, you’ll be less impacted
Do you fit the bill?
√ Design an estate plan to protect your personal assets and pass on your wealth tax-efficiently
√ Create a synergy between your financial planner and tax professional to help you find ways to reduce your income taxes and invest more tax-efficiently
√ Create a succession plan, or help structure business transactions to minimize taxes
√ Individuals and families wanting to plan their future and build sustainable wealth
√ Business owners who need to manage their own personal finances
√ High net-worth families wanting to protect what they’ve built and ensure their wealth lasts for successive generations
√ Professional women and divorcees who want to protect their financial future
√ High-income earners looking to build wealth and pay less taxes
√ Individuals or couples within 10 years of retiring
√ People seeking Social Security and Medicare analysis and strategies
√ Young professionals who are eager to start owning their financial life
√ Individuals who desire to make an impact through socially responsible investing
Socially Responsible Investing (SRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
We do our best to bring out your best. Are we right for you?
If so, let’s talk.