- • Personal Financial Planning
- • Investment Management
- • Life Insurance Planning
- • Charitable Planning
- • College Planning
- • Estate Planning
- • Guaranteed Income For Life
- • Retirement Planning
Wealth Management
One of the most important choices you can make in wealth management is to work with a team of multi-disciplined, highly credentialed advisors whose only focus is on delivering innovative financial strategies to expand and protect your wealth.
You will feel secure knowing that we operate with a high fiduciary standard of care as a Registered Investment Advisory Firm and that your money is custodied with one of the largest financial institutions in the United States servicing independent investment advisors, Charles Schwab Institutional.
Wealth management services for high net worth individuals are needed in every aspect and stage of your life. Gordon Asset Management provides custom strategies to help you accomplish your life and financial goals, overcome challenges and obstacles, and take advantage of opportunities.
We walk you through a discovery process whereby we focus on your goals and objectives, strengths and opportunities, and think about problems and obstacles that may arise along the way. This proprietary process helps to better frame your financial and life decisions by helping you achieve better clarity and confidence about your current situation, and where you want to go for the rest of your life. Our client centric wealth management strategies can accomplish all of the following goals for you:
- Generate cash flow sufficient to maintain desired life styles in retirement.
- Allocating capital to efficiently keep taxes very low, whether ordinary income, capital gain, gift, or inheritance taxes.
- Analyze and manage risk factors that can impair financial stability to all financial assets.
- Protecting assets from creditors and predators. Predators can include children, children’s spouses, and ex-spouses.
- Integrating all transfer techniques to better transition wealth to heirs and potentially leaving a lifetime legacy to favorite charities by better allocating social capital.
- Maintaining privacy and confidentiality, while delivering full transparency of all costs, risk factors, fees, and other benefits.
Time is rarely your wealth management friend. You may have accounts scattered at many different brokerage firms or banks and have no idea how all the pieces fit together and whether you are taking unnecessary risk. Wealth management is about maintaining wealth as well as accumulating it.
One of the first steps to wealth management is bringing all those pieces together so that you can understand how everything is working to accomplish your goals. Our wealth management experts are CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analysts¨ dedicated to bringing all of your accounts and investments together quickly so potential obstacles can be avoided and opportunities seized.
Our goal is for every client to implement a wealth management game plan whereby we quarterback all facets of your goals and objectives to make sure you do not outlive your money, plan for every contingency, including post-retirement health care and long-term care illnesses, and pass on as much of the legacy of the business and wealth you spent a lifetime creating to your children, charity, or other loved ones.
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Our philosophy is client centric and custom from the bottom up in designing investment programs to meet every individual's unique circumstances and goals as they evolve over an investing lifetime.
Whether a client has $500,000 or $5,000,000 in liquid assets, it is equally painful to suffer capital losses that can diminish a lifetime of accumulated wealth. As an independent registered investment advisor, Gordon Asset Management, LLC, is uniquely positioned to provide advice on a fee basis with full disclosure and no conflicts of interest. Read More >
