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Next Level Wealth Management

Having more wealth than the average person means that you fall into a different category. We work with high net worth and ultra-high net worth individuals to help take their wealth to the next level. Your needs are unique and we have experience working with individuals like you. A person is classified as high net worth generally when they have around $5 million in wealth. More than $30 million in wealth classifies an individual as ultra-high net worth.

Our Elite Wealth Management Services

  • Investment Management – With an advisor who has been working in the industry and stays current on market changes, we help take your investment strategies to the next level. With our help, the assets you have are strategically placed to help you achieve current, future, and specific.
  • Tax-Efficient Investment Strategies - By utilizing tax-free, tax-deferred, and insurance strategies for lifetime and multigenerational wealth planning we can avoid the erosion of your investments for you and your heirs.  
  • Tax & Legal Advice – We partner with other professionals as needed in order to provide valuable tax and legal advice so that more of your money works for you and is not eroded by tax implications.
  • Estate & Trust Management – We work with you to manage your trust and estate, ensuring that it is updated as needed. By doing this we can ensure that your money does exactly what you have intended after your passing.
  • Philanthropic & Social Impact Solutions – Philanthropy and social implications of our high net worth and ultra-high net worth clients are two of our specialties. We help you best support causes you are passionate about and leave your mark on the world.
  • Asset Protection – We help you protect what you have worked so hard in life to gain.
  • Generational Education – We work with you and your heirs to educate them on how to protect your legacy for generations to come. By doing this, we empower your heirs to use your gift to them wisely, continue to have it work hard for them, and budget and invest appropriately. Preserving your wealth is a family affair.