Satisfying your dreams is a full time job and requires enormous effort and energy, leaving little time for you to proactively manage your accumulated wealth. As a fee based independent firm, Prestige Wealth Management Group can take that responsibility off your hands. We strive to help you achieve your goals by encouraging you to make informed decisions by offering ongoing education, communication and service. With Prestige Wealth as your wealth advisors, you will enjoy the confidence that comes from knowing that one of the leading wealth management companies in the country is handling your plan.
Since 2003, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation and preservation. Rest assured that our goal is to help you maintain the standard of living to which you have become accustomed and to preserve your wealth for your children and grandchildren. In developing and maintaining a well thought-out wealth accumulation plan, we focus on a variety of personalized strategies. We have access to the broadest range of non-proprietary financial products from which to choose to help accomplish your goals.
Services offered at Prestige Wealth Management Group
1. Tax Planning
Our team will provide proactive tax planning by developing and implementing strategies to maximize the efficiency of your assets and minimizing your exposure to taxable assets. Our goal is for you to enjoy the greatest tax benefits and minimize your tax liabilities.
2. Investment Planning
By utilizing the investment protocol developed and perfected at the Harvard and Yale Endowments, Prestige Wealth Management’s tax, asset allocation, investment research and estate distribution specialists develop a comprehensive asset accumulation and preservation roadmap that best meets your needs and goals.
3. Retirement Planning Our wealth planning specialists create a comprehensive plan that will allow you to understand all of the moving parts that comprise the transition into retirement. We build an extremely conservative comprehensive plan so that we are able to present the most realistic scenario.
4. Estate Planning
Establishing an estate is one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. Prestige Wealth Management Group will coordinate with your attorney to implement your estate plan from beginning to end, re-title assets to reduce or eliminate estate taxes, re-title assets to avoid probate, and stay up to date with bi-annual estate planning reviews. As one of our clients, you can rest easy with the confidence that your estate is in good hands.
6. Business Planning
Our team of experts will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/ continuity strategies. We will meet with you and/or the key team members of your organization, on a complimentary basis, to explore how we can best meet your needs.
7. Education Planning / Charitable Giving
Giving back is often the best part about the accumulation of wealth. Whether you want to fund a charitable organization, pay for your child’s college, or give back to your community, we can help you develop a plan to accumulate, preserve and distribute the funds necessary to accomplish your goals.
Advisory services offered through CS Planning Corp, an SEC Registered Investment Advisory firm.
