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Wealth Management

Wealth Management is a specialized approach, combining investment portfolio management, with comprehensive financial planning, tax reduction strategies, estate planning and asset protection, for affluent  investors.

Wealth Management is a process available to high-net-worth individuals and their families, business owners and professionals. We coordinate your goals and concerns with tax professionals, estate planning attorney's and investment professionals, providing a coordinated approach to your financial life, while establishing a legacy, for generations.

Two primary factors facing high-net-worth individuals are*:

  • Time horizons differ. Individuals face a finite life. This fact requires strategies for transferring assets at the end of an individual's life. These transfers are subject to laws and regulations that vary from locality to locality and therefore the strategies available to address this situation vary.
  • Individuals are more likely to face a variety of taxes on investment returns that vary from locality to locality. We work on your tax reduction strategies to mitigate your exposure.  Portfolio-management techniques that provide individuals with after tax returns, that manage their objectives, must address such tax structures.

Reserve Wealth Management, LLC has developed a personalized approach to providing each client, with a tailored strategy, to helping them pursue their goals. Your financial life is larger than your investments. Live comfortably for today while preparing for your future.

*CFA Institute, Wikipedia, 2007

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.