Our disciplined approach is best suited for individuals, families, business and other organizations  with investable assets of $1 million and more.
 

  Clients Include:

  • Business owners who need help managing their personal and business assets
  • Pre-retirees who want to make the most of retirement savings as they approach retirement
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
  • Successful executives looking to enhance the growth of their wealth
  • Professionals requiring assistance with their personal assets and a trusted partner with shared client
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

 

You Have Questions, Ed Listens and provides answers

My team and I can help you process thought-provoking questions, including:
 
  • Is my investment portfolio aligned to my present and future needs? 
  • What happens if I die too soon, if I live too long or if I become disabled in between?
  • What if my financial assumptions about the future were to change?
  • Could my business survive a major change or crisis? 
  • Are there other strategies I can use to reduce my tax bill?
  • What will my estate pay in taxes upon my death?
  • Are my heirs ready for their inheritance?
  • Do I need a long-term care plan for myself? For my loved one?
  •  Are my executors up to the task?
  • Do I have the right person in place for my Power Of Attorney?

If you have asked yourself any of these questions or others, Ed can help you."
"My extended wealth management team and I have the skillset and the expertise to address all your unique concerns with care and integrity. Let us help guide you through all of your concerns and bring you peace of mind."  ~ Ed Clayson