Private Wealth Management

As you accumulate substantial assets over time, your needs for a highly-focused wealth plan grows. At ViaWealth, our team of professionals will partner with you to develop a strategy that is unique to your needs. This may include tax-efficient planning/investing, risk management, financial analysis, maximizing the impact of philanthropy, transferring wealth, and more. We detail the specifics here. 

Financial Planning

If “financial planning” sounds arbitrary or one-sided, please know that ours is anything but: we start by learning your personal definition of wealth, alongside your values. Next, we work with you to help build a financial plan tailored to your goals. The process is detailed further here. 

Retirement Planning

Whether you are preparing to leave the corporate workforce or are getting ready to sell your business, having a fully optimized and well-thought-out retirement strategy is essential to a successful retirement. The initial goal of retirement planning is often to prepare a means of continuing the lifestyle to which you have become accustomed. However, this requires more than a nest egg: you must have a plan that compensates for economic factors (like rising or falling interest rates, inflation, market corrections) to ensure you have a plan towards sustainable, steady income. We discuss this more in detail here. 

Estate Planning Services

We can help you build a plan that addresses your legacy.  Our estate planning includes a careful and thoughtful review of all of your assets, along with any personal requests that should be included in your plan.  We also help you develop a plan that includes the distribution of real property as well as how your charitable giving continues (possibly decades) after your passing. To learn more, please read the details here. 

Investment Management 

The stock market, like the economy, can be mercurial. Our overall goal, when it comes to investing, is to protect and sustain your savings and investments through all types of economic cycles. So, taking your risk tolerance and long-term goals into account, we work continually to do so. You can read more about this here. 

401(k) Services

Whether you need assistance reviewing the allocations in your personal 401(k) plan, or creating a retirement plan for your employees, the ViaWealth team can assist with various types of retirement (personal and business) planning. You can read more here. 

Institutional & Charitable Endowment Planning & Services

Charitable giving is wonderful, but we believe it should be optimized, as well. That is why we strategize your endowments for the maximum possible long-term benefit to your chosen causes. This includes utilizing opportunities to limit the amount of taxes paid on your gifts while taking full advantage of the deductions facilitated by your giving. Our approach is discussed more in detail here.