Holistic Financial Planning Services for High-Net-Worth Individuals
Take control of your finances with Wealth with Options' holistic financial planning services, tailored for high & ultra high net worth Individuals seeking comprehensive wealth management.
✓ Get Financial Clarity
✓ Minimize Risks
✓ Optimize Tax Savings
✓ Ensure your Legacy
✓Secure Retirement
Make your goals, reality
Wealth Management Services
Financial Planning
Your financial well-being is our top priority – now and into the future. We offer tailored planning that seek to harmonize your investments, taxes and life goals into one actionable strategy.
Retirement Planning/Financial Freedom
Cash flow and budget analysis
Employment changes and compensation analysis
Corporate Benefits review
Guidance on real estate
Debt structure and analysis
Educational planning
Charitable giving
Investment Management
Our goal is to keep it simple. We help our clients pursue market returns with a focus on low fees and tax efficiency.
Build out a core public markets tax-efficient investment portfolio
Private equity, debt and real estate investment offerings
Coordination with other Advisors (CPA, attorney, etc.), if necessary
Tax Optimization
We develop a strategy around your finances to help minimize your taxes and maximize your after-tax income. We’ll work with you to explore strategies to help reduce your taxes each calendar year and coordinate with your accountant, if necessary.
Implement tax efficient investment and planning strategies
Mid-year tax check-ins to understand your tax situation
Make sure your plan stays in sync with new and changing tax regulations
Risk Reduction
We help you to protect what’s most important to you and put in place strategies focused on reducing risk where it is within your control.
Property & casualty insurance review
Life, disability and long-term care insurance review
Periodic comprehensive insurance reviews
Equity Compensation
Make the most out of the opportunity you have with your company stock. We focus on risk and taxes in developing a strategy that takes into account your personal circumstances, financial goals and market conditions.
Implement a tax-aware strategy around your ISOs, NSOs, RSUs, RSAs, PPUs
Tax efficient diversification of concentrated stock holdings
Tax planning to help minimize AMT on equity compensation
Estate & Legacy Planning
Your assets are likely to outlive you. We help you to put a plan in place so your assets can benefit your family and community and leave a lasting memory of your time here.
Asset titling and survivor planning
Beneficiary review
Intergenerational wealth planning
Wealth protection
Charitable planning and gift coordination
What Makes Us Different
25+ years of experience
Easy-to-understand guidance & advice
No sales incentives; we’re a fiduciary.
Expertise in equity compensation
High level of client service
Low cost borrowing to our clients
Focused on tax planning
Small firm feel with big firm resources
100% Virtual across the United States
Why work with a Fiduciary
We take our role as fiduciaries seriously because your trust is invaluable. This means we're legally obligated to act in your best interest—always. From personalized financial planning to savvy investment strategies, our recommendations are made with your financial well-being as our top priority.
Unlike advisors who adhere to the 'suitability standard,' our fiduciary responsibility eliminates conflicts of interest and ensures that your goals are at the heart of every decision we make. Experience the peace of mind that comes from knowing your financial future is in expert, trustworthy hands.
Schedule a free call to meet with our advisors
We’d love to meet with you to learn about your unique situation and see how we might be able to help. We believe in honesty and integrity, we are happy to answer all of your questions and if we aren’t the best fit we will point you in the right direction. Nothing salesy here just honest feedback.