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Services

Private Wealth Management & Preservation

Our wealth management advisory services offer perspective and insights into what affluent clients need and expect. We understand both the challenges and opportunities that come with substantial wealth. Our focus 8 Core Wealth Management Issues:

  • Investing Management 
  • Cash Flow and Debt Management 
  • Family Risk Management 
  • Retirement Planning  
  • Education Planning 
  • Legacy Planning  
  • Business Planning  
  • Special Situations Planning  


Private Wealth Tax Advisory

Our private client tax services offer specialized guidance about the possible impact of current and proposed tax legislative conditions have your financial goals and wealth assets. We can provide tax advisory services in the following:

  • Tax return completion
  • Mitigating income tax liabilities
  • Wealth protection
  • Planning for retirement
  • Purchasing property in another jurisdiction
  • Employee/director remuneration planning 


Corporate Executive Advisory 

Our corporate executive advisory services offer specialized advice as well as solutions and strategic planning to Corporate Executives of FORTUNE 500 Companies on strategic management of their Corporate Wealth Assets. 

  • Equity awards management 
  • Concentrated stock and risk management
  • Retirement, pension and profit sharing and pension analysis
  • Deferred Compensation plans & Executive Life Insurance
  • Evaluations of early Corporate buyout, severance and retirement offers
  • Life transitions and wealth preservation  


Retirement  Planning & Financial Independence 

Our retirement planning advisory services offer trusted advice and a sound planning to help you answer some of the most common questions about saving for retirement:

  • Can I retire early? 
  • How much I will need to retire? 
  • Are my retirements investments working hard enough? 
  • Will my assets last through retirement?  
  • How can I help protect myself from future losses?  


Investment and financial planning services are offered by K. Thomas Hutt through his affiliation with HD Vest.