High Net Worth Individual Investors

As a high net worth investor, everything on the standard investor page is still relevant to you. We believe simplicity improves your life, and we do not conflate wealth with complexity. However, there are some parts of the investment process where our customized approach can be particularly impactful for high net worth investors.

Taxation is an important issue, and we focus on minimizing it for our clients. Tax mitigation strategies are implemented on your accounts from the start of the investment process. In addition, we work closely with accountants to help navigate often complicated and unclear taxes that may apply to your investments – whether they are of immediate importance or something to be considered down the line.

This service can be of particular help to business owners, who often must navigate a complicated and ever-changing tax system. Whether it is regarding day-to-day operations or creating a plan to unwind or sell a business, we have advisors with vast experience in this area who can help business owners design an efficient strategy and find clarity amid complexity.

Estate planning considerations can be another important part of high net worth investing. When needed, our advisors partner with estate attorneys to make sure your money is set up to perform optimally over a long period of time, helping to ensure your legacy is left the way you intend.

There are several other areas in which we can provide expertise and assistance that are often relevant to high net worth investors. These include managing required minimum distributions (RMDs), college savings planning, cash flow planning and budgeting, risk mitigation, eventual capital disbursement - whether via inheritance or charitable giving, and more.

For high net worth investors interested in environmental investing, we have a dedicated solution.

As a high net worth investor, our low fees may be one of the most important pieces of the service we provide. Beyond just AUM (assets under management) fees, many firms tack on a variety of other fees that can chop away at your wealth. You can see many of the fees charged by the financial industry here.

Get Started Today.

Please enter a first name.
Please enter a last name.
Please enter an email address.
Please enter a ZIP code.
Please select an asset level.
1000 characters remaining
Please enter a message.
How We Are Different
Understanding Your Financial Statement
Articles by Dan Cunningham
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Vermont Financial Planning
Quarterly Booklets
Financial Planning
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Prospect Booklet
Square Mailers
Fee Calculator
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
New Hampshire Financial Advisors
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Taxes on Investments
How Financial Firms Bill
Low Investment Fees
Retirement Financial Planning
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Investing Concepts
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

Vergennes, VT Financial Advisors

206 Main Street, Suite 20

Vergennes, VT 05491

(802) 777-9768

Wayne, PA Financial Advisors

851 Duportail Rd, 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisors

77 College Street, Suite 3A

Burlington, VT 05401

(802) 503-8280

Middlebury, VT Financial Advisors

79 Court Street, Suite 1

Middlebury, VT 05753

(802) 829-6954

Hanover, NH Financial Advisors

26 South Main Street, Suite 4

Hanover, NH 03755

(802) 341-0188

Rutland, VT Financial Advisors

734 E US Route 4, Suite 7

Rutland, VT 05701

(802) 829-6954

v 2.4.59 | © One Day In July LLC. All Rights Reserved.