True wealth management encompasses multiple disciplines. Cooperation and integration among these specialists form the foundation of successful planning. CFA’s portfolio management team fosters strategic alliances with specialists critical to the comprehensive wealth management process.
These partnerships address planning considerations and client needs such as:
Harvesting Tactics, Tax Advantage Business Opportunities, Classification Strategies, and Return Preparation
Will/Trust Preparation, Estate Tax Mitigation, Philanthropy Integration, and Charity Construction
Scholarship, Grant, and Aid-Based Opportunities and Acquisition, Scholastic Preparation, and College Mapping
|COLLEGE PLACEMENT ADVISOR|
Income replacement, Wealth Transfer, Annuities, and
Elder Care Planning
|INDEPENDENT INSURANCE BROKER|
Our firm will continue cultivating relationships and leveraging resources which help to maintain the framework necessary for our clients to navigate their financial course.
*These outside professionals are not affiliated with or registered with Cetera Advisors LLC