NORTHCOAST WEALTH MANAGEMENT
Bringing Strategy, Order, And Clarity”
Executives And Professionals
For professionals and executives, you may have certain wealth strategies in place, but lack clarity around how much risk you’re actually exposed to. These are the details we consider in order to design a strategic plan for pursuing growth, preservation and distribution of your wealth. This often entails understanding how your corporate benefits package, integrating a tax strategy, and guiding professionals through financial decisions like incorporating or transitioning a practice.
Auto Industry Executives
With all the recent structural changes in the industry, many autoworkers and executives are facing unexpected and complicated questions about their retirement. Our team focuses on helping these individuals make strategic decisions in regards to their retirement options and their finances as a whole. We consider your complete wealth picture and design a strategic plan to help get your investments in order, and to help align your financial strategies with your early retirement needs.
Business Owners
If you own a business, often your relationship to risk, your concentration of wealth and your considerations for retirement require a specialized, risk-adjusted approach to wealth management. By evaluating your wealth-vision as a whole, we focus on designing a strategic plan that will help balance your priorities, with preservation, and active management strategies that are attuned to your tolerance for risk.
Pre-Retirees And Retirees
As you approach retirement, often life and career changes repeatedly complicate the question, “Will I have enough?”. Plus, once you retire, life continues evolving – yet through it all is the need for preservation. Our investment philosophy is predicated on an advanced risk management process, and our advice is planning-oriented. Our objective is to help manage what’s needed for a long and active retirement, while guiding you through retirement challenges
Affluent Families
When family is a central priority, good performance means much more than attaining a certain return target – it’s about protecting what you have, using suitable strategies to fund individual goals, and having plans that can keep up with your evolving needs. We start by talking through all the values and priorities that are most important to you, so that we can translate them into clear wealth goals. Through an ongoing relationship, we provide guidance and advice, as well as active planning and investing services.
Full Transparency
There’s a reason for everything we do and we take the time to share that rationale with you. As financial advisors held to the fiduciary standard within an independent firm, it’s not only our methodology that is transparent, but also our compensation and portfolio design process.
