PRIVATE CLIENT

Private Client

If you are seeking Financial Advisors who serve their clients first and foremost, who are sought out for their expertise, who are adept at balancing opportunity with prudence, and who value trust and transparency, welcome to the house where relationships matter.

The Solution: Independent and Customized Advice

Investment Management Solutions

  • Portfolio Construction
  • Risk Evaluation
  • Asset Allocation
  • Performance Analysis
  • Tax Aware Strategies / Tax Loss Harvesting
  • Asset Location
  • Periodic Rebalancing
  • Hedging and Structured Solutions

Financial Planning and Ongoing monitoring

  • Retirement & Goal Based Planning
  • Cash Flow Analysis & Budgeting Tools
  • Education Planning
  • Social Security Analysis
  • Life & Long Term Care Insurance Planning
  • Wealth Preservation & Tax Efficient Transfer
  • Charitable Planning

Relationship Management 

  • Scheduled Meetings & Portfolio Reviews
  • Quarterly Newsletters & Market Commentary
  • Coordination with your other Trusted Advisors (attorneys, accountants, etc.)
  • Access to our credentialed Service Team & specialists
  • Access to best in breed technology to track your accounts, view your financial plan, and store your important documents

Want to learn more?

Contact us today and an Oliver Luxxe representative will reach out to you promptly. 
Click Here To Contact Us
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