Private Client

Success comes with its share of challenges. We help coordinate financial, tax, estate and investment planning to reduce unnecessary tax liabilities, mitigate risks, maximize opportunities and save you time. The power of our integrated approach is the ability to provide a big-picture view of your complete financial landscape and how all the pieces fit together. This enables us to give you the best possible contextual advice to advance your financial goals and prepare you and your family for what’s next.

Contact Keith Greenwald or Chris Davis to learn more about our Private Client Services.

Private Client

Tax Planning and Preparation

There is more to tax than compliance and filing yearly returns. Because almost every decision and transaction is directly impacted by taxes, having an effective tax management plan in place is critical for preserving personal wealth. We provide personalized guidance so your tax strategy supports your financial aspirations, current lifestyle and overall game plan.

Financial, Estate & Gift Planning

Financial, estate and gift planning are critical aspects of wealth management. By understanding your current situation and your long-term objectives, we can help create effective strategies to accomplish your goals. Because life is not a straight line, we are also able to map out different scenarios from the core plan and help you understand how various decisions impact you over the short and long term.

Investment Advisory*

We believe proper wealth management requires a holistic approach combining financial planning, tax planning and investment management. In today’s world, it is critical to review asset allocation and risk tolerance across the entire portfolio and make sure it is coordinated with the overall plan. At Aprio Wealth Management, we believe in acting in our clients’ best interest. Our fee-sensitive, institutional approach and coordination with our affiliates ensures each client gets our best thinking regardless of financial status or stage of life.

*Investment Advisory services are offered through Aprio Wealth Management, LLC. Additional information about Aprio Wealth Management and its advisors is available on FINRA BrokerCheck. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Aprio Wealth Management, LLC and its affiliates are not affiliated with Purshe Kaplan Sterling Investments.