Wealth Management Services

Let us be the CEO of your company, the company of you.


As a wealth management firm, we help you tie all your financial loose ends together to manage your hard-earned assets. In short, we’re essentially the CEO of your personal company, looking at the big picture and looking at maximizing your bottom line.

Designed for people with significant assets and complicated financial lives, your personal wealth advisor will make sure your investments are working together – and towards your goals.

We start with a comprehensive analysis of your assets, which allows us to create a comprehensive plan. We’ll work closely with your attorneys, CPAs and other professionals to ensure every “i” is dotted, every “t” is crossed and that your investments are aligned for tax efficiencies.

Throughout our education-based process, we make sure you’re empowered to make informed financial decisions. With our consultative approach, you can rely on our unbiased investment strategies and consistent, highly personalized service.

Our Wealth Management services include:

  • Personal trust services, including living trusts*, retirement plan trusts and trusts created under wills
  • Retirement planning
  • Legacy planning and estate transfer
  • Executor services
  • Estate settlement
  • Charitable giving strategies
  • Executive services, including employee stock options, restricted/controlled stock sales and loans

In addition, our wealth management clients are also offered:

  • Risk tolerance analysis and recommendations
  • Net worth analysis
  • Asset allocation recommendations
  • Portfolio rebalancing (as needed)
  • Quarterly portfolio performance reporting and review
  • Tax and cost basis reporting
  • Access to open architecture institutional money managers
  • Development of personal Investment policy statement
  • Access to approximately 2,000 mutual funds from approximately 250 families
  • Analysis of risk/reward of current portfolio
  • Insurance and retirement needs analyses
  • Retirement income stress test
  • Document vaulting
  • Wealth protection strategies
  • Long-term care planning
  • Will and trust integration strategies
  • Wealth management plans
  • Legacy planning



1-727-443-8019 WealthAdvisors@achievacu.com
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