Financial Planning

We combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.

Customized Planning

Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, risk tolerance and time horizon for achieving their goals. This understanding allows us to:

  • Create customized investment portfolios
  • Help minimize tax liabilities inside and outside of client portfolios
  • Advise clients on estate planning with the assistance of our qualified partners
  • Advise on tax-efficient, impactful philanthropic strategies.
  • Analyze existing risk mitigation and insurance strategies.
  • Review existing debt and liability structures to determine if better options can be utilized.

Advice that Serves You

The guidance that results from our planning process is based on the sole criteria of helping you meet your goals. Are you focused on retiring comfortably, selling or exiting a business, or leaving a lasting legacy? We work diligently to recommend the most appropriate and cost-efficient solutions.

Seeing the Big Picture

We recognize that no client's financial life is one-dimensional. Using our extensive expertise in investing, tax management, risk mitigation and other areas, we coordinate all the elements of your financial life in order to help you reach your bottom-line goals and achieve peace of mind.

Investment Management

Successful investment management starts with discipline. It is the cornerstone of your financial future. We manage your assets as if they were our own. We work to achieve our client’s goals through the appropriate balance of asset growth and income. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.
  • Custom Portfolios and Open Architecture
    including access to individual equity and fixed income solutions
  • Direct Indexing
  • Discipline and Flexibility
  • Long-Term Focus
  • Tax-Loss Harvesting
Our supporting team at WealthShield Partners is comprised of CFAs and other industry experts that are focused on providing thoughtful and customized strategies for your financial plans.

Retirement Planning

Financing retirement has become increasingly complex and can cause unnecessary anxiety, especially for those who plan to access their retirement assets in the next several years. The overwhelming number of investment options, combined with fluctuating interest and inflation rates and other everchanging economic variables, make it difficult to determine how much you will need, where you should invest, and to whom to turn for assistance.

The complex tax and legislative environment surrounding retirement planning only compounds the confusion. With qualified plans, such as IRA, pension, profit-sharing, and 401(k) plans, the timing and amount of withdrawals are critical in order to avoid additional tax penalties. And if you have accumulated significant qualified plan assets, you may face additional problems, such as the "Double Tax Dilemma," where the government can tax these assets twice.

Estate Planning

Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.

Proper estate planning allows you to transfer your wealth according to your wishes while minimizing unnecessary taxes and expenses. Our goal is to ensure you have taken prudent steps to reduce your tax liabilities and to help to create the most effective means to finance any future tax liabilities.

Generational Planning

In today’s world, families are faced with ever more complex issues related to their finances, but interestingly enough…not always about their investments. Our team is committed to helping families navigate the nuances of money, the values of money and how it can affect different family members and outcomes. We spend the time to find out what truly matters to you and ensure that your plans are executed to achieve this.

Philanthropic Planning

Philanthropic planning offers a strategic way for you to connect to causes that you and your family feel passionate about. We offer creative solutions to accomplish your philanthropic goals without interrupting your family's financial plan and stability.

Gifting

An important component to any estate plan is gifting, which allows you to reduce the size of your taxable estate by strategically transferring the wealth. Gifting enables you to take advantage of the substantial tax advantages available through lifetime gifts. Thoughtful use of these gifts through the use of planning vehicles such as trusts and life insurance can help maximize the value created for future generations.

We work with all of your professionals to help you with...

  • Wills
  • Trusts and Trust accounts
  • Powers of attorney
  • Account beneficiaries
  • Beneficiary accounts
  • Gifting assets
  • Business exit and succession strategies
  • Philanthropic mission and vision
Let's begin.

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Independent RIA

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Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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