Wealth management is often thought of as something that only retirees, executives or business owners need. But we at Pinecrest Wealth Advisors believe that anyone with assets to protect and grow can benefit from financial planning. We work with people from all walks of life, and we have the most experience working with these groups:
Retired or Near Retirement
- Aged 50+ with investable assets >$500k
- Questions about their 401k, pension, restricted stock units and how to maximize social security
- Enjoy hobbies or travel more than managing their brokerage account
- Wants to leave a legacy, whether to family or charity
- Focused on achieving a steady cash flow from their portfolio
Business Owners
- Has questions about employee benefit plans and tax deferral strategies
- Interested in business planning and eventual succession planning
- Interested in insurance policies and buy/sell arrangements
- Much of their net worth is tied to the business, but would like to have other retirement assets that aren’t dependent on a sale or liquidity event
Young Families or Individuals
- 30-50 years old
- Single, newly married or raising young children
- Focused on minimizing current and future tax bills
- Ready to align investments with goals and time horizons
- Questions about pension, retirement plans, restricted stock units, 529 plans, life insurance, and estate planning
- Focused on building wealth and growing their assets
Schedule a meeting to learn more.
