Services Provided
Customized Investment Management for High Net Worth Investors
- Defensive Growth Strategies
- Individual high-quality bond portfolios
- Tax – Conscious Strategies
- Strategies for low cost basis concentrated stock positions
Discretionary or Non-Discretionary Investment Management as Agent on Behalf of Trustees
- Revocable Trusts – Strategic Wealth Management Solutions, LLC would ordinarily reimburse Clients for nominal attorney's fees associated with re-drafting existing documents such that the grantor, or an independent trustee, would be named in place of any existing corporate trustee also serving as investment manager. Strategic Wealth Management Solutions, LLC could then act as agent for the grantor and provide advice and management for the investments of the trust.
- Irrevocable Trusts – Any existing trust documents would be reviewed in order to determine flexibility that may exist for the Company's involvement as investment manager while a third-party fiduciary (such as an independent trust company) fulfills the role of trustee.
Coordination, As Desired by Client, with Related Wealth Advisers
- Accountant
- Trust & Estate Attorney
- Life & Health Insurance Provider
- Property & Casualty Insurance Provider
