We understand the value of creating a customized plan that is tailored to your unique financial goals. Your portfolio is only one piece of the puzzle. We help you make sense of the other important issues life throws at you to design and implement a life plan that will help to get you where you need to go.
Investment Advisory Services
Private Investment Management
Estate and Trust Planning
Wills and Estate Review
Advanced Insurance Solutions
At the center of your wealth is your lifestyle. Our wealth solutions are designed to protect it from time-consuming complexities.
Whether you wish to plan for a sustainable retirement or a business succession, we will provide the specialist, blueprint and resources to do it. Not only do we have in-house experts and professional partners, we also have a Wealth Management Coordinator who is dedicated to bringing all your solutions under one roof. So for any questions concerning your wealth, you will have only one call to make.
Chief Financial Officer (Your Personal CFO)
Some manage the parts, we manage the whole—Financial success comes with increasing responsibilities.
As an extension to our Financial Streamline Approach, the Cooper Boyd team offers the Your CFO service to give you time to enjoy your success. We bring a team of experts to manage all disciplines of your wealth, so you can focus on building your lifestyle while we protect it.
We recognize that along with financial success comes increased responsibilities and planning requirements. Our mission is to provide you with comprehensive wealth management services to meet these needs. As an extension of our Financial Streamline Approach, The Cooper Boyd Advisory Group provides The Personal CFO service tailored to make your financial life easier to manage.
The Personal CFO service brings a team of individuals who provide innovative solutions and services to satisfy your financial objectives across all disciplines of wealth management. Our expertise can demonstrate the short and long-term benefits of smarter tax strategies and improved investment decisions. We can also show you how to securely transfer money to loved ones, establish a trust or foundation, or simply help you manage your finances on a daily basis.
Our unique position as a wealth management services firm allows us to deliver the best advice without conflicts of interest arising from financial product sales. Our investment recommendations come from a wide variety of expert opinions, including: Research Analysts, Fixed-Income Specialists and Investment Consultants.
Individual Insurance Solutions
You deserve a personalized solution. Insurance strategies can preserve your wealth, protect the value of your estate and maximize what you pass on to your loved ones. First, however, you must discover your particular needs. We don’t believe in one-size-fit-all solutions. To build a successful protection strategy, we need to measure your need in tangible ways. Once we understand your lifestyle, family situation and financial goals, we will help you to create opportunities with a personalized insurance solution.
Estate Creation and Preservation
Taxes, liabilities, estate-related and other future costs can all be offset by your permanent insurance coverage. By taking advantage of the preferred status of Tax-Exempt Life Insurance, you can maximize the value of your assets and the value being transferred to the next generation.
Tax-exempt insurance can eliminate the annual taxes you pay on your investment growth, as well as those payable when you die. The long-term value of these products is that their earnings can often greatly eclipse what would otherwise be earned through regular investing.
Estate Maximization and Protection
With Segregated Funds, you can get the security of a GIC and the performance potential of the stock market without needlessly risking your hard-earned savings.
Certain solutions using insurance products can provide a supplemental stream of cash, thereby Enhancing Retirement Income. The net income derived from this strategy may be significantly higher than what is achievable with traditional fixed income vehicles, especially during times of low interest rates.