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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