Total Wealth Concierge

Total Wealth Concierge

Total Wealth Concierge is our comprehensive full service high touch personal attention to every aspect of our Client’s life, most often clients call it a Family Office or Personal Trust Department like feel – With our roll-up-the-sleeves look anywhere needed in any aspects of our client’s life, these are just a few of the services we complete for clients over the last multiple decades:

• Comprehensive advanced forecasting tax planning and historical reviews
• Extensive Insurance analysis (we do not sell insurance) on all fronts including, life, property, automobile, home, disability, personal umbrella and specific needs, such as public board or other high-profile participation protection
• Personal residence acquisition, sale, review, future planning and multiple ownership assistance including title ownership, tax minimization and property value protest
• Constructive dialogue and representation with other advisors such as CPA, Attorney, Insurance Professional or company benefits representative
• Intense planning and reviews for all Investment, Tax, Estate, Retirement, College and future legacy needs