Wealth Management for High Net Worth Individuals
Scott Porter, CPA specializes in preserving wealth and protecting assets for high net worth individuals in the North Bay area. When you turn to us for guidance, we'll analyze your assets and sources of income and consider various alternatives for estate, trust, and retirement planning in order to maximize wealth for you and your family.
First, we'll meet with you to discuss your concerns and learn all we can about your financial goals and aspirations. Then we'll start to build a comprehensive plan to safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, charitable giving, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you'll always have the peace of mind of knowing that your family will be financially protected in the years to come.
Our Wealth Management Services
We offer a variety of wealth management services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 707-664-5200 to schedule a free consultation today.
- Asset management
- Budgets
- Retirement planning
- College savings plans
- Estate planning
- Trusts
- Charitable giving
- Asset allocation analysis
- Business succession planning
- Investment and insurance management
- Tax planning strategies
- High net worth wealth management
