A Holistic Approach
to wealth management.
Planning that considers every angle to ensure your investments and tax strategy support and further your desired legacy.
for a better tomorrow.
Life is ever-changing. Planning with flexibility and focus ensures that your wealth plan evolves with the anticipated and the unexpected events along the way. Starting with your unique goals, we create a holistic plan to help you move forward with confidence. At Private Wealth, your dedicated team ensures that your investments and tax strategies align with your vision for the future.
Lifestyle and Cash
Serve your current needs and look toward future dreams:
- Proactive projections of
- Spending and sustainability analysis and implementation
- Planning for the day-to-day, periodic, and lifelong lifestyle
- Lifestyle planning, with an eye toward future wealth possibilities
Investment analysis /
Understand where you stand and receive recommendations to serve your unique situation:
- Objective portfolio review to organize view of investments and asset allocations
- Intensive strategy to protect and
- Build solutions to prepare against corrosive inflation
- Custom strategies and management to reach your specific goals
Asset Protection &
Protect what is most important to you and minimize risk to your family and investments:
- Tax planning that aligns with your goals and priorities1
- Utilize asset protection capabilities
- Full Life/Property/Casualty and Umbrella Insurance Policy Review2
Estate Planning Review
Keep your house in order with a plan that evolves to fit your needs:
- Review your current plan and discuss future goals and desired outcomes
- Keep a second set of eyes on the planning process to account for every detail
- Create a plan that evolves with your priorities as they shift over time
Estate and Wealth
Preserve your legacy and ensure your wishes are implemented:
- Analysis and education of the options
- Determine which pathway aligns with your priorities
- Coordinate with legal counsel and
- Craft a customized, holistic plan to fit your unique needs and priorities
- Prepare beneficiaries to manage and preserve wealth and your legacy
Make a plan that extends your reach and positive contributions to the communities and causes you are passionate about:
- Understand charitable goals
- Realize and implement giving strategies
- Maximize impact to the causes you care about most
Bring your family together and set expectations for the future stewardship of wealth in alignment with your family’s core values:
- Establish educational process to guide the next generation
- Craft family mission statement to unite individuals around core family values
- Develop communication and
Chief Wealth Planning Officer
With a decade of experience as an estate planning attorney, and nearly as long in private wealth planning, Wendy brings empathy and a detailed approach to helping clients plan for the future. She works alongside high-net-worth individuals and families to develop and implement estate and wealth transfer strategies, business transition plans, and charitable giving. Wendy holds a Juris Doctor and nearly 20 years advising clients on sophisticated planning techniques and strategies, while staying focused on what is most important to those individuals and families. When away from the office, Wendy enjoys spending time with family and friends, enjoying time outdoors (even in the winter), and travel.
Bring your financial vision to life.
We bring all stakeholders, family members, and trusted advisors together and get to know every piece of your world to prepare for a true partnership.
We customize a strategy to drive your investments, and future, into motion. Full transparency and hands-on team planning create the baseline for success.
We keep all of your trusted advisors in the loop, managing the day to day to deliver opportunities as they are researched and revealed.