Our Private Wealth team provides highly-personalized support and strategies for high-net-worth clients and business owners that span beyond traditional financial planning. We serve as your trusted guide to understand your needs, speak your language, and break down financial complexities so you can make informed decisions.
A rising level of wealth increases the need for a team of trusted experts. Whether it’s partnering with your existing team or leveraging the strength of our professional networks, we work to ensure the right expertise has a seat at the table.
Comprehensive plans that incorporate all the unique goals of clients. Planning for the long-term based on current circumstances while planning for the possibilities that can occur in life. Navigating all categories of a plan from asset management, distribution, retirement, college planning, asset allocation, etc.
Providing investment strategies to accomplish your goals through reducing risk and tax implications while keeping liquidity needs in mind. Ensuring investment allocations are updated to portfolios based on market movements and economic trends. Creating clarity in a world of complex financial jargon.
While we don’t directly offer non-traditional investments, we believe your full financial picture matters. If you currently hold any alternative investments, we’ll make sure they’re thoughtfully integrated into your personalized financial plan.
Maximizing your impact through strategic gifting of appreciated assets. Establishing a family foundation that allows for giving toward our clients' passions. Implementing Donor Advised Funds to simplify family giving strategies and allow dollars to go further.
Strategic planning for transitioning generational wealth. Reviewing existing legal documents such as trusts, wills, powers of attorney, etc. Providing creative ways to think about their legacy, such as a family bank, education expenses, family moments, or entrepreneurship funds.
Creating liquidity when parents pass away for heirs to cover any estate taxes. Reducing the estate tax burden through completing annual gifts and/or lifetime gifts using revocable and irrevocable trusts. Providing an avenue for money to be given to tax-exempt charities that are not taxable to our clients or their estate.
Assessing business valuations, conducting due diligence on transactions, and guiding clients through liquidation events to ensure informed decision making. Designing customized retirement plans, optimizing health insurance options, and crafting executive compensation packages to retain key employees.
Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. 49WM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.
This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)241-7341.
These materials have been independently produced by 49 Financial. 49 Financial is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. 49 Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
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