Wealth Management for High Net Worth Individuals

Burlington wealth management services

Associates in Accounting, PLC has been providing strategic wealth management services to families and individuals in the Burlington, VT area for years. Our financial advisement and investment management services are tailored to meet your specific needs and include the facilitation of professional relationships with your attorney, insurance consultant, trust officer and bank.

The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we'll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we'll start to build a comprehensive plan that will safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come.

Our wealth management services are perfect for:

  • Working professionals and business owners who are too busy too manage their assets
  • Family members who want to separate personal assets from a family business
  • Families with a large number of assets

Estate Planning and Trusts

Proper estate planning is essential when trying to maximize estate value and minimize tax liabilities for beneficiaries.

Retirement and College Savings Planning

We work with you one-on-one to outline a sound retirement plan and develop a practical college savings plan to make sure the funds are in place to support you and your family’s future.

Business Succession Planning

Whether by sale, passing to the next generation, death or disability, we can develop a business succession plan that's in your best interests.

Tax Planning Services

Our team works year round to provide valuable tax planning advice to both maximize wealth and minimize tax liabilities.

Additional services include:

  • Asset allocation analysis
  • Investment management
  • Financial management
  • Insurance management
  • Charitable giving management
  • Budgeting and cash flow

Want to learn more about our wealth management services? Give Associates in Accounting, PLC a call today at 802-878-9619 to schedule your free initial consultation. We look forward to speaking with you!