We suggest reading the pages for standard investors and institutional investors, linked below. Both apply to you as a high net worth investor. You should not assume that wealth allows you to buy a better investment program than a collection of diversified index funds. While it may sound appealing if pitched from other firms, we have not been able to find data that substantiate the claim that greater wealth gives access to reliable outperformance over medium to long periods of time.
There are areas that we customize for high net worth investors. Taxation is an important issue, and we have innovative solutions for minimizing it. Innovative, but not “gray area.” We do not participate in complex legal structures or schemes that the IRS may view as pushing the legal boundary. When desired, we work closely with accountants and estate attorneys.
We believe simplicity improves your life and we do not conflate wealth with complexity.
Eventual capital disbursement, whether via inheritance or charitable giving, are also areas that we explore with high net worth clients.
For high net worth investors interested in environmental investing, we have a dedicated solution.
Burlington, VT Financial Advisor
Burlington, VT 05401
Frederick, MD Financial Advisor