• Our Services

    Our Services

Wealth Management

“Wealth management” has been reduced from a premium service to a buzzword: Virtually every financial advisor claims to provide it, but few actually deliver the real thing.

True wealth management isn’t just an investment portfolio and an off-the-shelf financial plan. It’s a framework for making wise decisions about wealth, one that will empower you to achieve all that is important to you. At Alliant Wealth Advisors, we take a comprehensive approach to addressing our clients’ entire financial lives.

CUSTOMIZED WEALTH MANAGEMENT

We serve a range of clients, from the creators and stewards of significant wealth to those who are in the earlier stages of building their wealth. Our services (and fees) are geared to the complexity of each client’s situation.

They include comprehensive financial planning, in which we evaluate your overall financial situation and craft a plan for achieving your long-term goals. And they include investment management that is geared specifically toward the achievement of your goals. We design and manage portfolios with the goal of producing the best possible returns (consistent with your level of risk tolerance) with the smallest tax impact.

TAMING THE COMPLEXITY OF WEALTH

The more complex your needs, the more proactive we are. We meet several times annually to identify challenges and opportunities; rather than waiting and reacting to questions, we identify the questions and work on the solutions. Our high-end wealth management services include:

  • Wealth transfer. We identify and facilitate the most tax-efficient way to pass assets to succeeding generations in a way that meets your wishes.
  • Asset protection. We help ensure that your wealth is protected against potential creditors, litigants and children’s future spouses—and that you are protected against catastrophic loss.
  • Charitable gifting: We help you fulfill your charitable goals in a way that provides the maximum financial benefit to both you and the recipient of your giving.

PARTNERING ON YOUR BEHALF

No single advisor can effectively provide all the elements of true wealth management. To ensure a comprehensive range of solutions, we have developed a network of trusted financial professionals with whom we can address specific client needs.

In addition, we regularly work hand in hand with our clients’ other professional advisors, such as attorneys and accountants. Our goal is to serve as your “orchestra conductor,” ensuring that the best solutions for your needs are identified and implemented, in seamless fashion.


Let's Talk

Let's Talk

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us

Trending Personal Finance News

white
Providing Financial Peace of Mind.