Private Client Group Services


Private Client Group Services are ideal if you have already built significant wealth and are focused on being a good steward of your legacy. Near or in retirement, you have concerns around preserving and growing your portfolio, minimizing your taxes, planning your estate, preparing your heirs, and being extraordinarily generous. You are ready to live and give like no one else. You seek a partnership that provides comprehensive solutions and high-touch services.
As a member of our Private Client Group, you will receive semi-annual reviews with a CFP® Professional as well as monthly newsletters, webinars, workshops, and invitations to exclusive client events. This group also has access to Right Capital, our personalized client planning portal and mobile app
Retirement & Goal Planning
  • Retirement planning & distribution strategies
  • SSI optimization & Medicare planning
  • Executive compensation & stock plans
  • Planning for business owners
Investment Planning
  • Objective-based & customized portfolios
  • Ongoing monitoring & rebalancing
  • 401(k) analysis & recommendations
  • Planning for concentrated stock positions
Tax Planning
  • Tax-optimized distribution strategies
  • Tax-efficient portfolio management
  • Roth conversion strategies
  • Coordination with client’s CPA
Protection Planning
  • Insurance policy review
  • Life, disability, & long-term care insurance needs analysis
  • Estate & business insurance solutions
Estate Planning
  • Estate analysis
  • Legacy planning & family meetings
  • Trust services
  • Coordination with client’s attorney
Generosity Planning
  • Generosity workshop & resources
  • Stock gifts & Qualified Charitable Distributions (QCD)
  • Partnership with NCF & Annual Giving Report
  • Donor Advised Funds (DAF) & Charitable Trusts

0.25% per quarter on portfolios between $1,000,000—$2,000,000
0.20% per quarter on portfolios between $2,000,000—$5,000,000
0.15% per quarter on portfolios over $5,000,000+

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