Our Wealth Management Services

“There’s more to Wealth Management than a good portfolio.”

While we do that too, for financial peace of mind, many people need more.

Our expertise includes: Trusts, Titling, Family LLC’s, Alternative Investments, Protection, & Planning.

Ashworth Sullivan coordinates with your CPA’s and attorneys to better implement strategies within your circle of trusted advisors.

Learn More From Our Learning Center Videos

ESTATE PLANNING

ESTATE PLANNING

We work with you to develop and implement your goals for the protection, distribution and management of your assets after death, including multi-generational wealth transfer and charitable desires, all in the most tax-efficient manner.

RETIREMENT PLANNING

RETIREMENT PLANNING

You saved enough for 15, 20, or 30 years of retirement, you will need a plan to maximize and protect those assets for as long as possible, while providing you the income you need to maintain your standard of living.

ASSET PROTECTION

ASSET PROTECTION

Be it from creditors, lawsuits, or taxes, we can craft a plan that protects your assets from unexpected or undesired claims.

TAX EFFICIENT INVESTMENT STRATEGIES

TAX EFFICIENT INVESTMENT STRATEGIES

Not all investments gains are taxed equally. Many wealthy clients require or desire their investments to be tax efficient.

HOLISTIC FINANCIAL PLANNING

HOLISTIC FINANCIAL PLANNING

To identify and reach your financial goal you need a plan, not just an investment portfolio.  We look at assets, liabilities, cash flows, insurance, taxes and more.  Then develop and stress test a plan that works for you.