Wealth Management for High Net Worth Individuals
At Scott Porter, CPA, we take a holistic approach to wealth management for business owners, high net worth individuals, and their families. We recognize that certain turning points in your life like the sale of a business, financing your children's education, or retirement, require thoughtful planning. We'll work with you to achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth for the next generation.
The aim of our wealth management services is to align your finances to meet your personal objectives. To accomplish this, we'll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we'll start to build a comprehensive plan to safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come.
Our Wealth Management Services
Our San Francisco CPA firm provides wealth management services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 707-664-5200 to schedule a free consultation today.
- Asset management
- Budgets
- Retirement planning
- College savings plans
- Estate planning
- Trusts
- Charitable giving
- Asset allocation analysis
- Business succession planning
- Investment and insurance management
- Tax planning strategies to preserve wealth
