Wealth Management for High Net Worth Individuals considers all aspects of asset allocation for each client as one approach will not work for every client. Wealth management is the highest level of financial planning services and includes comprehensive investment management alongside financial advice, tax guidance, estate planning and even legal assistance.
At McDonnell Richardson CPA, PC we provide complete wealth management solutions for multi-generational families, business owners, entrepreneurs, and high net individuals. We show our clients how to simplify their complex financial lives and achieve their long-term monetary goals through strategic planning that is proactive rather than reactive. As sophisticated financial professionals with specialized expertise, we offer a contemporary methodology combined with attentive, personal service that cannot be found at larger institutions.
Our wealth management services involve taking steps now that protect your assets and arrange your finances to meet your personal objectives. To accomplish this, we’ll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we’ll start to build a comprehensive plan that safeguards assets throughout your life and transfers wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we’ll adjust this plan accordingly so you always have the peace of mind of knowing that your family will be financially protected in the years to come.