Retirement Peace Roadmap Private Wealth

Private Wealth

At Retirement Peace Roadmap, we recognize that high net worth clients need and expect a high level of service and require more complex investment strategies, advanced tax planning, and innovative estate planning.

Financial plans for high net worth clients should be designed to help protect against one of the greatest dangers they’ll face — taxes. Unfortunately, assets are not often properly allocated to protect against tax erosion.

Our private wealth division is designed to meet the specific needs of clients with a net worth higher than $5,000,000. We accomplish this by partnering with estate planning attorneys and CPAs to help protect and grow wealth while reducing taxes when possible.

We provide the following services to our private wealth clients:

  • Affluent Tax Planning Strategies
  • Business Formation
  • Business Succession Planning
  • Charitable Giving
  • Custom-Built Portfolios
  • Tax-Loss Harvesting
  • Trust Funding
To talk to us more about our private wealth division, please contact us at 251-471-2955 or fill out the form below.