Broker Check

Services For Extraordinary Accumulators

Every Portfolio is different. WealthCharter uses a combination of investment tools to meet each client's special needs.  

Retirement Distribution Strategies

  • Develop tax efficient income plan to meet expectations
  • IRA Rollover Options
  • Create diversification of future tax liability
  • Establish multi-generation IRAs

Investment Management

  • Wealth preservation
  • Investment evaluation
  • Consideration of tax consequences
  • Portfolios designed around client goals, time frame and tolerance for risk

Estate Planning

  • Protecting loved ones in the event of premature death
  • Potentially minimize probate expenses, delays and publicity
  • Estate tax strategies
  • Evaluate proper manner of holding title to property
  • Long term care and independent living planning