Individuals and Families
High Net Worth Individuals and Families
Our practice is comprised predominantly of high-net-worth families, which gives us an unparalleled focus and understanding of their needs. With these families we continue to focus on growing their wealth with an emphasis on tax minimization and risk management. We appreciate the complexities involved in estate preservation, further wealth creation as well as tailoring creative solutions for strategic charitable giving. Our clients benefit from truly objective advice combined with our comprehensive focus on helping them achieve their financial and life goals with confidence.
We understand managing both your demanding career and your personal financial health can be extremely challenging. As your wealth grows, so do the complexities. Depending on where you are in your career, you could be facing decisions about transitioning into a practice, deciding whether or not to incorporate, or planning for retirement and creating an estate plan. We simplify these financial decisions so you can focus on what matters most to you.
We specialize in wealth planning and advising for dentists and understand the financial complexities of the dental profession. Depending on where you are in your career, you could be facing decisions about transitioning into a practice or selling your practice, deciding whether or not to incorporate, and or planning for retirement and building an estate plan. We align your practice needs with your life goals, helping you keep more of what you earn.
Our in-depth understanding of the challenges and opportunities to running your own business is rooted in the fact that we are business owners ourselves. At Weekes Wealth, we go through a discovery process to identify what part of the life cycle your business is in and try to optimize your personal financial health with a family wealth approach in mind. We integrate cash flow and debt management strategies to mitigate risks as well as to take advantage of opportunities responsively.
Nearly Retired and Retirees
The nearly retired face many important present and upcoming decisions. We provide computer-generated retirement income audits to help you understand your options and make sound decisions. Another goal for you is usually consolidation of investments. One company, one statement. At Weekes Wealth, we demonstrate that you can consolidate without losing diversification. The years before retirement are incredibly important and we make sure to optimize you and your family’s position for the next life chapter.
Life in retirement is not static; it is constantly changing and we tailor a retirement plan that can adapt. As we are living longer than ever before, making sure our money outlives us and leaving a lasting legacy becomes a dominant focus. We build comprehensive retirement and estate plans that we review with you every year to make sure we are on track with all of our goals. At Weekes Wealth, you can consolidate without losing diversification. We align your retirement needs with your life goals, so you can have a meaningful retirement.