Wealth Management Services

Your financial life is unique, and your wealth management approach should be too. Through our comprehensive financial planning process, we create a customized strategy that draws from our full range of specialized services based on your specific needs, goals, and circumstances.

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Comprehensive Financial Planning

Our philosophy is plan-driven wealth management—we believe your financial plan should guide your decisions. Our planning process addresses the areas listed below, as well as:

  • Modeling
  • Budgeting
  • Cash flow analysis
  • Coordination with other professionals, such as your CPA, attorney, insurance broker
  • Real-time access to investments, reports, and planning dashboards

If a comprehensive plan isn’t needed, we offer à la carte services to meet specific needs. While we recommend starting with a comprehensive plan, we understand that exceptions may arise and can assist with individual issues as needed.

Investment Management

Strategic portfolio design and ongoing oversight to help you grow and protect your wealth.

  • Custom portfolio construction and asset allocation
  • Downside protection strategies
  • Access to alternative investments
  • ESG and impact investing
  • Ongoing monitoring and rebalancing
  • Secured credit lines
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Specialized Wealth Solutions

Expert guidance for complex financial situations.

  • Company stock liquidity-event planning
  • Capital account funding
  • Stock option and equity compensation planning
  • Executive compensation strategies
  • Concentrated stock risk management

Major Purchase
Planning

Plan large purchases such as homes and cars with confidence.

  • Financing options review (e.g. for real estate, automobiles)
  • Cash flow preparation
  • Negotiation strategies
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Estate and Legacy
Planning

Preserve your wealth and ensure your wishes are carried out.

  • Wealth transfer planning
  • Trust and will coordination
  • Family legacy and succession planning
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Retirement Planning

Helping to ensure your retirement years are secure and fulfilling.

  • Retirement income planning
  • Social Security optimization
  • Withdrawal strategies

Tax Strategy

Proactive planning to help maximize after-tax wealth.

  • Tax-loss harvesting
  • Capital gains planning
  • Year-end tax review
  • Charitable giving strategies

Education Funding Strategies

Help secure your child’s or grandchild’s future.

  • College savings plans
  • Financial aid planning
  • Education cost projections

Philanthropic
Planning

Make your giving more impactful and tax-efficient.

  • Charity structure setup
  • Donor-advised funds
  • Giving strategy and guidance
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Risk Management and Insurance Planning

Protect what matters most with strategies designed to help reduce financial risk.

  • Comprehensive insurance review
  • Risk mitigation strategies
  • Healthcare and long-term care planning

Strategic Guidance for Business Owners

Helping you maximize the value of your business and plan for the future.

  • Succession planning
  • Liquidity event and exit strategy planning
  • Key employee incentives

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WIP Signature Services

In addition to the services mentioned, we offer an elevated, concierge-level experience for ultra-high-net-worth families.

  • Comprehensive financial planning
  • Bill pay and treasury management
  • Banking and lending coordination
  • Consolidated reporting across accounts and entities
  • Next-generation financial education
  • Gifting strategies
  • Impact-giving guidance
  • Estate settlement support
  • Corporate trustee or executor services
  • Lifestyle advisory services
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