Our Services

At Featured Wealth, we are planners and problem solvers. We offer a wide range of products and services designed to deliver holistic, integrated solutions for every area of your finances, at every stage of life.

Financial planning is our most holistic service and is designed to integrate with our other service offerings to create a truly comprehensive financial plan. We’ll work with you one-on-one to discover your goals and objectives, and the underlying values which drive your financial decisions. Starting from where you are financially today, we’ll design your personalized, goal-based financial plan. Then, we’ll be there every step of the way to help you implement, monitor, and adjust your plan as your life and circumstances change over time.

Strategies for growing your assets vary according to your life stage, timelines for your goals, market performance, and many other factors. Knowing how to effectively manage your wealth in a way that protects principle while growing your assets can be a challenge, even for the financially savvy. But this is what we do. When you trust Featured Wealth with your wealth management needs, you’ll get straightforward advice, timely communication, and proven processes and strategies to help you pursue your goals and the life you desire.

Retirement planning is a natural extension of our financial planning services in order to create a truly holistic plan. You want to know that what you’ve saved and invested over the years will be enough to last you throughout your retirement. We know that planning and saving for retirement can feel overwhelming, with so many unknowns and variables at play. At Featured Wealth, our retirement planning specialists will help you navigate all those questions and find the best-fit solutions to suit your unique needs and goals as you move to, into, and throughout retirement.

At Featured Wealth, our financial advisors are focused on helping you live the life you want by empowering you to organize, grow, protect and transfer your wealth. Our insurance planning services play a significant role in helping to protect what you’ve worked hard to earn and achieve. We can help you analyze your risk exposure and find the most appropriate types of coverage and plans to suit your specific needs. We never push unnecessary insurance products. You’ll always get an honest, solution-based assessment from us.

Who doesn’t want to find ways to keep more of what they earn? This is exactly what our tax solutions services can do for you. We’ll work closely with you and your tax preparer to identify and implement the most effective solutions and strategies for your tax situation. For most people, a little tax planning can often result in significant tax savings. We’ll review your situation on a yearly basis and work with your other advisors and tax preparer to communicate your plans and help ensure your tax strategies are successfully implemented.

No matter the size of your estate, estate, and legacy planning are essential components of any comprehensive financial plan. A well-planned estate can help shield your loved ones from unnecessary taxes, fees, and administrative tasks. And, although these can be difficult conversations to have, our estate planning professionals will help you ask and find solutions to all the necessary questions surrounding your wishes for your estate. We’ll also work with your legal counsel to effectuate any changes to your estate and wealth transition plans.