Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
As a registered independent firm, we do not hold client assets, but as an independent firm, we can leverage Pershing- Bank of New York/Mellon’s and Fidelity size and experience, financial strength and its range of outstanding services to safeguard your funds.
Pershing LLC, a subsidiary of the Bank Of New York Mellon. Traces its roots to 1784 when the Bank of New York was founded by Alexander Hamilton.
With a state-of-the-art technology, a highly reliable and scalable infrastructure, and an ongoing list of innovative products -Pershing LLC provides an innovative global custody platform that includes online multi-currency reporting, portfolio accounting, corporate actions servicing and proxy services.
Pershing LLC, a subsidiary of the Bank Of New York Mellon, is the industry’s largest clearing provider, with a track record of more than 70 years. Its parent, BNY Mellon, is the oldest continuously operating financial organization in the United States, and the largest custodian in the world with $37.1 trillion in assets under custody and/or administration (as of December 31, 2019).
Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to RIA, Trust Institutions and Third-Party Administrators.
Fidelity Institutional Wealth Services is able to leverage the capital, resources and expertise of the entire Fidelity enterprise, one of the world’s largest financial services companies, on behalf of its clients. With more than 60 years, Fidelity has more than of $8.3T assets under administration (As of December 31, 2019), making it one of the strongest financial firms in the custody business today.
Advice given over 30 years
Individual and Institutional clients served