Taxes

• Tax Planning
  Grounded in analytics, our approach to financial planning covers five core areas: investment planning, tax planning, retirement planning, estate planning, & risk management. We customize plans based on a client’s specific values, goals and financial realities. And we employ tools, such as our custom-built financial planning analysis, to illuminate a client’s financial big picture and relevant details. Then, because our clients are served best when their entire financial team (CPA, Attorneys, etc) are all focused on the same goals, we help align everyone to make the most of their technical expertise.
• Roth IRA
  By James Weimer. You have likely heard of a Roth IRA, and maybe even a backdoor Roth IRA. But you might not be familiar with a “mega” backdoor Roth IRA. As we’ve set the foundation with a general overview of the UC Retirement Plan in previous Insights, we can now get into how and why you would consider this strategy and how the Designated Contribution (DC) plan makes it work. Back...

Investment

• Investment Management
  Often, client’s plans need attention beyond what is typically considered financial planning or portfolio management, such as commercial real estate transactions, business succession planning, and stock options. We also help with common life events that can have a big impact on our clients’ sense of satisfaction with life, such as negotiating employment matters, transitioning after the loss of a loved one, and others.
• Mutual Funds
  No two client situations are the same, so it’s important for us to develop customized analyses, solutions, and asset allocation targets for each client. We implement our clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. We also manage other investments such as commercial real estate (including our own WCF Real Estate Funds), impact investing opportunities, venture capital, private equity, and others.
• Bonds

Accounting

• Cash Flow Analysis
  Retirement planning is our specialty. Whether planning for the day you stop working or ensuring your current path is sustainable, our unique "Cash Flow Analysis" process is designed to produce a smart and customized financial based on your specific situation and aspirations for your life. Learn more here

Planning

• Financial Planning
  ...they agree with (or are at least open to) the idea that the true goal of financial planning is fulfillment in life and minimizing stress and worry – that profits are part of the pathway, not the only objective.
• Retirement Planning
• Asset Management
• Charitable Remainder Trusts
  Whether it is our deep expertise in Charitable Remainder Trusts, facilitating the most tax efficient gifts with Donor Advised Funds or Qualified Charitable Distributions, or any of the myriad other possibilities, when it comes to charitable planning, we’re here to help you help more.