We believe financial care is most seamless and effective when its many facets are integrated strategically; financial planning, tax management, insurance solutions, and estate planning all work together toward your objectives. When requesting a consultation for wealth advisory, we ensure representation from all three branches of our Coordinated Financial Care team, a CPA, a wealth advisor, and an estate planning professional, attend the consultation.

Wealth Advisory ensures your values endure for generations

Wealth Advisory is all about creating a roadmap for the future. It’s about leaving a lasting impact.

Involving a Capstone accountant in your wealth advisory journey, whether you’re an individual or a small business owner, plays a crucial role in helping you navigate the complexities of financial matters and tax implications associated with wealth advisory.

How is Wealth Advisory different from Estate Planning?

While both share similarities, wealth advisory encompasses a broader scope. Estate planning primarily deals with legal and financial matters such as wills, trusts, and tax strategies. On the other hand, wealth advisory takes a more holistic approach in considering how you want your wealth and assets to impact your family, community, or charitable causes. 

How Capstone CPAs can help

For individuals, we can assist in optimizing your estate plan to minimize tax liabilities and ensure a smooth transfer of wealth to your loved ones.  We can help you identify tax-efficient strategies, such as charitable giving or establishing trusts, to preserve and distribute your assets according to your wishes.

For small business owners, the role we play becomes even more critical. We can provide valuable insights into succession planning, ensuring a seamless transition of your business to the next generation. We can help you assess the financial health of your business, explore options for minimizing tax burdens, and develop a comprehensive plan to transfer ownership and management responsibilities.

Plus, we can guide you in setting up charitable initiatives or foundations tied to your business, allowing you to leave a philanthropic legacy that aligns with your values. We’ll help you navigate the intricacies of tax laws and regulations associated with charitable giving, maximizing the impact of your contributions.

As you can see, Wealth Advisory is about more than just financial and legal arrangements. It’s about preserving your values, experiences, and wisdom for future generations. By involving Capstone CPAs in your wealth advisory journey, you can ensure that your financial affairs are in order, tax implications are minimized, and your legacy is preserved in a way that reflects your values.