Our services:
- Investment Management
-
Developing and executing an investment strategy that encompasses every aspect of your financial life can be challenging, particularly with substantial assets and sophisticated needs. We will work with you to create a strategy to achieve your goals. We believe that after-tax investment returns are the single most important aspect of a client’s financial management. We seek to outperform through long term discipline and a commitment to established principles.
- Financial Planning
-
We see ourselves as personal CFOs; providing our clients with guidance, support and service to manage their financial affairs, while they concentrate on strategy and enjoy the fruits of their hard work. Our process begins with thoughtful and comprehensive planning, followed by sound recommendations and approaches based on financial expertise in wealth management. Along the way, we can help you respond to changes: in your life, from the economy and market volatility, or from the impact of taxes and inflation.
- Retirement Plans
-
Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make; however, the vast majority of employers are dangerously unaware of their responsibilities and the liability associated with serving as their company’s 401(k) plan sponsor. Denarius Wealth Management, as an independent fiduciary, provides an experienced and qualified investment advisor to oversee the specific selection and management of the plan’s investment options for the plan sponsor, the employer.
-
Estate Plannnig
& Tax Strategies -
A carefully crafted estate plan can help minimize estate taxes and reduce the likelihood assets will need to be liquidated to pay estate taxes. We can help you develop a plan that establishes how your assets are distributed after your death, designating your beneficiaries and transferring your assets according to your wishes. We will provide financial expertise as a member of your estate planning team which may include your accountant, attorney and trust officer, if applicable.
-
Foundations &
Charitable Gifts -
Charitable giving is an important way to support organizations whose work you value. We will help you leverage charitable giving strategies that help a worthy cause while also potentially reducing your taxes. There are a number of tools and strategies, each with its own advantages and limitations that can be used for effective philanthropy, including: charitable trusts, family foundations, life insurance, charitable gift annuities, donor advised funds and pooled income funds.
-
Risk Mitigation
& Insurance -
In order to mitigate financial risk to your family or business in the event of death, disability, or illness, we will work with you to maximize your protection so you can live assured that your loved ones are secure. Our advisors will guide you through individual or group plans for life, disability income, long-term care, and health insurance options for you or your business.