We understand that successful families are busy families. Most people would agree that organizing their financial picture is important, but many don't have the time to create a plan that puts them on the right track to success. We are passionate about stepping in as your financial planner to ensure that your financial future is taken care of.
This lets you focus on the more important things in life. Simply put, we provide holistic wealth management services for successful families. Oftentimes, a family's finances can become fairly complex and have many different moving parts. Our role is to organize all of these pieces and get them working in unison toward your specific goals.
This lets you focus on the more important things in life. Simply put, we provide holistic wealth management services for successful families. Oftentimes, a family's finances can become fairly complex and have many different moving parts. Our role is to organize all of these pieces and get them working in unison toward your specific goals.
Services
Simply put, our clients are nice people with big dreams for their future. We look to connect with the real you so that you can connect with the real us. Before we charge anything in fees, we sit down with our clients and have a relaxed conversation about what their goals are and what they look for in a wealth manager.
Divorce can be a confusing and stressful time. Proper planning can ensure that your kids, your things, and your future are taken care of. We utilize a low-cost, tax-efficient investment strategy that is research-driven and customized to meet our clients' needs. High-net-worth families are familiar with taxes.
Financial advice is everywhere. Every time you turn on the TV or open a newspaper, there's someone saying they know the secret to your financial success - all you have to do is pay to attend their seminar or sign up to get their information. However, a financial plan is not a one-size-fits-all idea.
Wealth Management is the combination of solid financial planning and coordinated investment management. Lots of people want to manage your investments, but it is the coordination with the planning that will result in the greatest benefit to you. We don't tell you to contact your tax advisor, we do your tax planning and invest in a tax efficient manner.
We are frequently referred by attorneys as we have extensive experience helping people rebuild after divorce. Our process begins by taking the list of assets that you will receive from your the divorce. This is the building block for your future. We review these assets for tax opportunities, and then build the cash flow model for your future.
Reviews
Be the first to review Stolz & Associates.
Write a Review
