Privada Wealth Management
Client Service Levels
We will ascertain the level necessary for your unique situation.
Each level includes all the services of the preceding level as needed.
Level 1
Investment Planning
- Retirement Investment Planning
- Education Investment Planning
- Risk Quantification
- Rules-based Portfolio Management
- Risk transfer Strategies Performance Analysis
- Employee Benefit Guidance
- Financial Education
- Privada Wealth Dashboard: Aggregation and Vaulting
- Annual Reviews
Level 2
Retirement Income Planning
- Stability PlanningTM and Implementation
- Four Factors Analysis
- Social Security Maximization
- Medicare Analysis and Implementation
- Pension Analysis
- Long-Term Care Analysis and Implementation
- Roth Conversion Analysis and Implementation
- Financial Coaching
- Privada Wealth Dashboard: Goals- based Planning
- Semiannual Reviews
Level 3
Advanced Planning and Business Owners
- Wealth Enhancement
- Tax Reduction Strategies
- Cash Flow Strategies
- Wealth Transfer Strategies
- Wealth Protection Strategies
- Charitable Giving Strategies
- Employer Benefit Strategies
- Privada Wealth Dashboard: Guided Full Access
- Relationship Management: Coordination between tax, legal, philanthropic, banking, business and risk advisors
- Quarterly Reviews