High Net Worth Families

Providing the holistic approach that you deserve in order to keep more of what you made. Whether it be effective tax management, trust services, or providing individual securities, we have many of the resources to help you achieve your goals.

  • Do you appreciate planning that is custom fit to you?
  • Do you feel like you have worked very hard to get where you are in life, and now you want your money to work as hard for you?
  • Do you value advice that is high quality and aligned with your best interest?
  • Is accumulating money your ultimate goal or are you more family, faith, and community focused?

If so, then SimplePath Retirement is likely right for you.

Solutions For High Net Worth Investors

CASH MANAGEMENT

CASH MANAGEMENT

Solutions with deposit and lending capabilities: 

  • Checking accounts
  • Securities-backed lines of credit
  • Tax management solutions
  • Concierge mortgage
CUSTOM INVESTMENTS

CUSTOM INVESTMENTS

Investments tailored to unique situations:

  • Custom investment solutions
  • Covered-call option strategies
  • Tax management solutions
WEALTH TRANSFER

WEALTH TRANSFER

Let us help you write your story & create your legacy:

  • Estate planning guidelines
  • Trust Administration
  • Charitable Giving

Your Best Is Yet To Come!

As a high net worth investor, you have earned the right to direct and transparent access to your money. We help clients accomplish this through professionally managed custom portfolios that can include individual bond and stock holdings, alternatives, as well as hedging or option strategies.

These strategies are available through our partnerships with such firms as City National Rochdale, William Blair & Clark Capital. Each offering white glove service with personalized investment and tax management. By managing taxes within your accounts, you can potentially keep more of what you earned

What’s Next Video:

Don’t go it alone. Let us build your SimplePath Roadmap™ to help create clarity for the future!



R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


SCHEDULE A CALL →           REGISTER FOR AN EVENT →


Or give us a call at (727) 304-6000