Personal, Efficient & Responsive
When you join forces with Wealthify, immediately you start to experience the profound lift of what we call Total Wealth Management. You benefit from some of the most meticulous, liberating financial planning you can find. An investment strategy crafted by a team of seasoned investment advisors. And an invigorating level of detailed, day-to-day implementation.
What Exactly We Do
Business & Individual Retirement Plans
We work with some of the industry's most talented third-party administrators to help our clients maximize their tax-saving opportunities. We do so by designing advanced tax-advantaged retirement plans for their businesses. We also work with individuals to help them maximize tax-saving opportunities with IRAs and other tax-advantaged investment vehicles.
- 401(k), Profit Sharing Plans
- Cash Balance Plans
- Defined Benefit Pension Plans
- SIMPLE IRA
- Individual 401(k) / Solo K
- SEP IRA
Institutional Quality Investment Management
Every client gets institutional-grade investment management, masterminded by our research team. From there, we strive to provide the most meticulous financial planning you can find, performed by your own dedicated advisors. If and when you need it, we also have access to tax advisors, estate planning attorneys, etc.
- Mutual Funds
- Exchange-Traded Funds
- Individual Securities
- Fixed Income Portfolios
- Traditional IRAs, Roth IRAs
Comprehensive Personal Financial Planning
Our clients benefit from working with a diverse team of advisors with accounting roots and institutional money management experience. Each client's financial plan reflects the combined professional expertise of our CERTIFIED FINANCIAL PLANNER®, accountants, tax planners, and estate attorneys.
- Retirement Planning
- College Planning
- Estate Planning
- Tax Optimization Analysis
- Asset Preservation Planning
- Life Insurance Planning
Advanced Estate Planning
No one can predict the future, but one thing is sure: if we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. That's why we work with each client to make sure they have formalized estate plan documents in place.
- Family Living Trust
- Will
- Advanced Health Care Directive
- Power of Attorney
- Irrevocable Life Insurance Trusts
- Charitable Giving Trusts