Wealth Management
Wealth management starts with understanding our clients’ circumstances — their current, near and long-term financial goals. Every client is different, and that is why we work closely with other experts to develop a customized plan for each of our clients.
At Capital Estate Advisors, we believe in true partnership. We provide ongoing tax, insurance and succession planning alongside other experts — which includes our clients’ attorneys, tax professionals and accountants. We work as one team for the betterment of each client.
Wealth Management Services Offered:
- Traditional Brokerage Accounts
- IRAs (Rollover, Traditional, SEP, Roth)
- Qualified Retirement Plans (Defined Benefit, Defined Contribution, Profit Sharing)
- 401(k), 403(b), 501(c)(3)
- 529 Plans for Education
- Required Minimum Distributions
- Investment Tax Planning
- Issues Specific to Closely Held Entities
