To effectively manage your professional, retirement, foundation and/or personal assets, it is essential to have experience developing an integrated plan for both short- and long-term investment strategies—and a team whose sole focus is investment portfolio risk managementl and wealth preservation as a first priority in the management of your wealth.
Our wealth enhancement boutique delivers objective advice and customized services in the areas of:
- Investment Management
- Financial Advanced Planning
- Trust, Estate and Heritage Planning
- Life & Long Term care Insurance Planning
- Philanthropic Strategies
- Foundation Consultation
- Family meetings with CPA & Attorney
- 401K & 403B Retirement Accounts
- IRA SIMPLE SEP Retirement Accounts
Strategic financial planning requires extensive knowledge of sophisticated asset allocation principles, analysis, and constant adjustments to meet your family’s stated investment objectives, and the ability to be a problem solver. By carefully coordinating your financial plan with the appropriate tax plan, income and revenue streams, and estate specifics, MD Wendell Wealth Partners is committed to assisting client families in meeting their personal goals and maximizing their return on assets.