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Our Private Wealth Planning Service is a fee-only program backed by a seasoned team of professionals that include Certified Financial Planners (CFP®), Certified Public Accountants (CPA®), and Chartered Financial Advisors (CFA®) who oversee investments, provide tax expertise, and offer guidance on estate planning matters.
Working collectively with you and your professional advisors, we will proactively guide you through all aspects of the planning process and will deliver thorough and fully objective financial plans - plans that are aligned with your goals, values, beliefs, focused on preserving and managing the assets you have accumulated.
Our comprehensive Private Wealth Planning strategies enable you to react to the changing economic environment and to shifts in your personal situation. This gives you the ability to increase the resources at your disposal and to position your estate for future wealth development.
Our customized planning addresses six primary areas:
- Asset Allocation Optimization to reduce risk while potentially enhancing returns;
- Comprehensive Cash-Flow Analysis for retirement or net worth planning with tax optimization strategies;
- Estate Analysis to address legacy goals, wealth transfer solutions, wealth protection, and philanthropy;
- Business Planning for proper succession and monetization strategies;
- Insurance Analysis including policy reviews to ensure long-term viability and appropriateness*;
- Stock Option and Restricted Stock Planning for diversification, tax optimization, and monetization strategies.
NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • NOT INSURED BY ANY FEDERAL
GOVERNMENT AGENCY • MAY LOSE VALUE
Registered representatives of and securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Graystone Wealth Management. Products and services offered through INVEST *Are not a deposit *Not FDIC insured *are not guaranteed by any Bank * may lose value.
This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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*Insurance products may be offered through Graystone Insurance Services, LLC, a licensed insurance agency and a wholly owned subsidiary of Tower Bank Corporation.
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