Warrior Mindset, Servant Heart
Stoic Private Wealth was founded with one thing in mind – our clients. We work tirelessly to help our clients tackle often complex challenges and situations. And, we do so with the utmost sense of pride and respect. We know how hard our clients work, and we are dedicated providing unique and individualized solutions for every client.
Warrior Mindset, Servant Heart
Stoic Private Wealth was founded with one thing in mind – our clients. We work tirelessly to help our clients tackle often complex challenges and situations. And, we do so with the utmost sense of pride and respect. We know how hard our clients work, and we are dedicated providing unique and individualized solutions for every client.
Financial Planning
Portfolio Management
Estate Planning
Will, Trusts, POA, Living Will, Estate Tax Avoidance, Gifting Strategies
HNW/UHNW
Ultra High Net Worth (UHNW) – 30mm Net worth
CFO Services, Alternative Investments, Business Succession Planning, Private Foundation Creation and Management, Asset Protection, Charitable Planning
Tax Planning
Risk Management
Life Insurance, Disability Insurance, Home and Auto Insurance, Umbrella Insurance, Buy/Sell Agreements, Beneficiary Review, Account Titling Review
Financial Planning
Portfolio Management
Estate Planning
Will, Trusts, POA, Living Will, Estate Tax Avoidance, Gifting Strategies
HNW/UHNW
Ultra High Net Worth (UHNW) – 30mm Net worth
CFO Services, Alternative Investments, Business Succession Planning, Private Foundation Creation and Management, Asset Protection, Charitable Planning
Tax Planning
Risk Management
Life Insurance, Disability Insurance, Home and Auto Insurance, Umbrella Insurance, Buy/Sell Agreements, Beneficiary Review, Account Titling Review
Financial Planning
As your family’s CFO, Stoic Private Wealth employs a thorough approach to financial planning. Our strategy considers every aspect of your financial life, starting with our guiding principles and building on that foundation. We have been servicing multiple generations of clients through our in-depth financial planning process. Our strategy aims to give you the clarity, assurance, and direction you need to make plans for the management of your family’s wealth across several generations.
Portfolio Management
What makes Stoic Private Wealth different is our distinct style of managing clients’ assets. Incorporating both fundamental and technical research into our decision making, we offer a broad spectrum of specialized model portfolios to meet different objectives. Each portfolio has a written investment process that determines how positions move in and out of the portfolio and the criteria they must maintain to remain in the portfolio. Stoic Private Wealth provides daily monitoring of the portfolios.
Estate Planning
We will partner with your current estate planning attorney or make several recommendations to someone whom we feel will be a good fit for you and your family.
- Will
- Trusts
- POA
- Living Will
- Estate Tax Avoidance
- Gifting Strategies
HNW/UHNW
Ultra High Net Worth (UHNW) – 30mm Net worth
- CFO Services
- Alternative Investments
- Business Succession Planning
- Private Foundation Creation and Management
- Asset Protection
- Charitable Planning
Tax Planning
- Tax Loss Harvesting
- Roth Conversion Strategies
- Backdoor Roth IRA Contributions
- Social Security Strategies
Risk Management
Managing risk is often overlooked by many planners, but at Stoic Private Wealth, we feel that this is foundational to a successful plan. By managing risks, we can minimize the chance of our plan derailing due to an unforeseen circumstance.
- Life Insurance
- Disability Insurance
- Home and Auto Insurance
- Umbrella Insurance
- Buy/Sell Agreements
- Beneficiary Review
- Account Titling Review
Resource Partners
Resource Partners
