Personalized Wealth Management Services FOR
High-Net-Worth Individuals
We simplify the complexities of wealth management by bringing all the pieces together in one place for you -- with an unmatched level of service and attention. Our personal, holistic approach ensures that every aspect of your financial life – investments, taxes, estate planning – works in harmony. As a GoalVest client, you have your own dedicated team working to maximize your financial potential.
INVESTMENT MANAGEMENT
Tax-efficient, goals-based,
tailored portfolio to meet your needs
FINANCIAL PLANNING
Personalized action
plan to optimize financial potential
concentrated stock
Tailored plan to manage concentrated stock to reduce risk and minimize tax (RSUs, Non-Qualified, ISOs)
TAX MITIGATION
Proactive solutions
to minimize tax exposure
CHARITABLE GIVING
Thoughtfully supporting your legacy. (Donor Advised Funds, Charitable Trusts and Foundations)
iNVESTMENT MANAGEMENT
We access a broad spectrum of investment strategies to build a customized and tax efficient investment portfolio for each of our clients.
• Diversified asset classes, sectors and companies.
• Mix of passive & active investment strategies.
• Tax efficiency through asset location and tax loss harvesting.
• Access to private markets for illiquidity premium capturing.
• Customized structured note offerings aiming for targeted returns.
FINANCIAL PLANNING
A strong financial plan is more than just your investment portfolio, it encompasses your day-to-day finances as well as your plans for the future. Your dedicated team takes a hands-on approach to uncovering your needs and crafts an action plan aligned with your goals.
Your questions help us uncover your priorities and determine your action plan. These are some of the questions we help our clients answer.
OUR AREAS OF EXPERTISE
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Our team focuses on market insights and asset allocation to help clients grow their wealth or generate investment income. We create research-backed, tailored portfolios designed to balance financial objectives with risk tolerance, ensuring a balanced approach.
We also provide fee analysis, risk assessments, concentrated stock analysis, and tax projections to give clients a clear view of their investment outcomes.
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Through a detailed cash flow analysis, we assist our clients in creating a healthy budget and holistic financial plan. By tracking income and expenses, we implement strategies to meet a client’s cash flow needs today and in the future. GoalVest helps budget, project income, and create steady income even in retirement.
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Executive compensation can be complex, with elements like stock options, restricted stock, perks, and retirement packages. We simplify this process by analyzing each part, estimating after-tax impacts, and creating a plan to manage options, reduce risk, and minimize taxes -- empowering clients to make informed choices about their compensation.
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Retirement planning involves five key steps: estimating expenses, determining time horizons, calculating required after-tax returns, assessing risk tolerance, and engaging in estate planning. Since retirement plans evolve over time, your team at GoalVest will update your investment portfolios and estate plans to align with current goals and circumstances.
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In order to effectively plan for a child or grandchild’s education, we take a thorough look at tax-advantaged 529 tuition plans, Coverdell Education Savings Accounts, and a variety of investment choices to help secure your loved one’s academic future.
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Tax-sensitive investing is a key component of a sound financial plan. At GoalVest, we explore various methods to optimize investments and minimize tax liabilities for clients. These strategies may include tax loss harvesting, asset location, distribution strategies, and managing required minimum distributions.
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Our goal is to strategize with individuals to minimize their estate taxes, establish a solid transfer of wealth, and ensure that client wishes are fulfilled. We review all key components such as trust planning, wills, health care proxies, power of attorney, and ethical wills/legacy letters and partner with experienced estate attorneys to provide comprehensive solutions.
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We help our clients leave a lasting legacy. Our process begins by understanding their charitable intentions, allowing us to guide clients in legacy planning and the creation of value-based wills. By integrating charitable gifts into their financial plan, we aim to help our clients maximize the benefits and impact of their philanthropy.
How we work with you
Understand Your Situation & Set Goals
Design Tailored, Tax Efficient
Investment Portfolio
Execute Action Plan
Coordinate with CPAs,
Attorneys & Other Specialists
You Feel Confident & In Control of Your Finances