Wealth Management Goals

CONCERT Wealth Management is specialized financial planning for individuals and families with unique and complex needs. By listening to and thoroughly understanding our clients, we have helped them reach their financial dreams and goals. Relationships with some of our clients have spanned generations.

CONCERT advisors work with clients to create financial plans that address three important phases of the personal financial planning life cycle:

Accumulation of Wealth

- Saving for a major investment or  expenditure
- Paying for education
- Choosing a career path
- Marriage
- Purchasing a home
- Planning for your children's education
- Building liquidity

Preservation of Wealth

- Planning in case of a disability
- Long-term care
- Preparing for and entering into retirement
- Business continuation
- Aligning portfolio objectives with a changing lifestyle

Distribution of Wealth

- Creating a family legacy
- Managing estate taxes 
- Gifting
- Transferring business interests
- Planning for strategic philanthropy
- Passing on your wealth to your heirs
- Continuity of care for family members with  special needs