Services
- Alternative Investments – The traditional asset classes such as stocks, bonds, and cash may no longer be enough for proper diversification. Alternative investments can help provide a steady income stream, offer significant tax deductions, and reduce risk in an investor’s portfolio. We work with our clients to implement these alternative strategies when suitable.
- College Planning – The costs of a college education are continuing to rise. Sending a child to college is invaluable, but takes proper planning. We work with our clients to ensure they’re ready when their children are.
- Corporate Retirement Plans – An appropriate corporate retirement plan has numerous benefits. We work with businesses to develop the most suitable plan to maximize corporate profitability by retaining valuable employees and providing tax deductions.
- Estate Planning – Planning for the disposition of one’s assets upon death offers significant advantages to all parties involved. We work with our clients and trusted professionals to help ensure their assets go to the people they care about most. Regardless of your net worth, there are a number of reasons why you should consider an estate plan. Proper financial planning will not only minimize estate taxes, but can relieve the heirs of unnecessary costs and stress.
- Insurance Planning – Proper insurance planning can provide confidence by protecting against life’s uncertainties. We work with our clients to safeguard themselves, their beneficiaries, and their assets against premature death, disability, or a decline in health.
- Investment Management – Every clients’ situation is unique. We are truly independent and offer our clients a wide variety of professional fee-based management platforms. We make our objective recommendations only after obtaining a thorough understanding of our clients’ goals, risk tolerance, and investment management experience.
- Retirement Planning – For most people, retirement is the single most important financial concern. We work with our clients to design an investment strategy to pursue all of their retirement goals. This includes the accumulation of sufficient funds to meet their needs, as well as the distribution of those hard earned assets to ensure they are not outlived.
- Tax Planning – By aligning a tax strategy with an investment strategy, the money saved from taxation can help fund a future goal. We work with our clients and trusted professionals to help minimize their taxes and help maximize their saving opportunities for both the short and long term.
- Wealth Management – Wealth Management is a type of financial planning that provides high net worth individuals and families with not only investment management, but also estate planning, legal resources and tax planning experience, with the goal of sustaining and growing long-term wealth. Wealth management firms provide advice on a multi-dimensional level.
Clay Northam Wealth Management has offices located in Los Angeles and Orange County. Please do not hesitate to contact our offices to see how we can be of value to you.
