Wealth Management Services
Goal-driven wealth planning, investment strategy implementation, and concierge services centered around effective stewardship, greater financial contentment, and an increased focus on making a meaningful difference with your financial resources.
Investment advice and implementation driven by your risk tolerance.
Professional fixed-fee financial planning advice for clients who desire assistance in identifying and quantifying their long-term goals.
Portfolio accounting, performance reporting, and access to a client portal aimed to help you track investment accounts effectively.
Financial Planning & Investment Management Services Provided by Semita
- Retirement Planning
- Investment Analysis
- Philanthropic Counsel & Strategies
- Portfolio Management
- Cash-Flow Planning
- Estate Planning Strategies
- Performance Reporting
- Portfolio Accounting
- Social Security Benefits Analysis
- Insurance & Risk Management Advice
- Employee Benefits
- Nonqualified & Deferred Compensation
- Education Planning
- Charitable Giving Strategies
- Tax-Loss Harvesting
- Proxy Voting