Strategic Wealth Specialists & Advisors
A strategic wealth management approach is an essential component in protecting your money. With the right approach to your wealth management strategies, you'll have the confidence in knowing your money is working for you — and for future generations.
With more than $1 billion in assets under management, our wealth management team is significantly sized to deliver all the solutions of the largest financial institutions, yet small enough to allow for our skilled team of local specialists to develop truly customized retirement, estate, financial planning and investment solutions.
What Is Private Wealth Management?
People with a high net worth — at least $1 million in liquid financial assets — often need more services than those offered by traditional financial advisors. They may have complex investment portfolios, complicated tax scenarios and other factors that require a high level of financial management.
Some individuals with a high net worth may not have the time or knowledge to handle their own finances, so they enlist private wealth management services. Private wealth managers specialize in managing finances for high-net-worth individuals, providing the specific expertise necessary to navigate unique financial situations.
Our Private Wealth Management Solutions
At Nation Choice Reserve Advisors, we offer comprehensive wealth management solutions to help you address today's needs and prepare for the future.
Investment Management
We'll work closely with you to determine which investment management strategies align with your needs, values and goals. Our experienced Portfolio Managers will help you build your investment portfolio using best-in-class solutions, including:
- Mutual funds
- Exchange-traded funds (ETFs)
- Individual stocks
- Alternative investments, like limited partnerships and hedge funds
- Individual corporate and municipal bonds
We constantly research and monitor economic conditions and market trends to find new opportunities and make proactive portfolio changes. At the same time, we'll consistently review your circumstances and goals and communicate with you frequently to provide updates. You can trust us to provide unbiased investment solutions, as we don't use any proprietary funds.
Wealth Planning Services
We provide customized wealth planning services to help you achieve your long-term financial goals. We help with:
- Retirement planning: We'll evaluate your financial goals and implement strategies to help you reach them. Depending on your financial situation, we'll also review your retirement income needs, social security plans and retirement assets.
- Education planning: Saving for your family's education costs? We'll help you do it in a way that makes sense from financial and tax perspectives.
- Risk management planning: We'll review your insurance coverage and fill in any gaps with solutions like long-term care and death and disability insurance.
Trust and Estate Planning
We offer trust and estate planning services to preserve your legacy. We'll work with your attorney and certified public accountant (CPA) to implement a comprehensive estate plan, ensuring your assets are transferred to family members or beloved organizations in the most tax-efficient manner. Our services include:
- Trust administration: We'll build an estate plan using trusts to protect your assets, facilitate charitable giving and provide for future generations after your passing.
- Estate settlement: Our team of fiduciary professionals will manage the complex estate settlement process, ensuring your assets are transferred according to your wishes and paying any taxes that may be due.
The Benefits of Our Private Wealth Management Services
At Nation Choice Reserve Advisors, we understand that keeping your finances in order can be challenging. We're here to help wherever you may be in your financial journey.
We have the resources of a big bank with the heart of a local one. When you work with us, you'll receive exceptional customer service and gain access to a comprehensive selection of financial services and products.
Our Private Wealth Management Teams
Wealth Advisors
Coordinates your team to structure your customized plan and monitor changes
Trust Officers
Serves as your expert in financial and estate planning
Portfolio Managers
Serves as an expert managing your investments
Connect with Our Team Today
Connect with one of our private wealth experts today or get in touch with us to learn more.
