At Kopkin + Englehardt Wealth Advisory Group, we work with a select group of high-net-worth individuals and families.  While our clients have diverse and varied needs, we find that many of them fall into two broad categories.

 

First, there are individuals who are nearing retirement or have already retired.

For years, you’ve committed yourself to building your wealth.  But how will you best put that wealth to work for you in retirement?

As you near retirement, you’ll want to live life to its fullest, traveling and spending quality time with your loved ones.  You may also wish to help your grandchildren pay for college, give to your favorite charities, or prepare to leave a legacy for your heirs.

But there are also plenty of important financial considerations to address at this critical juncture, and they can be complicated. 

What’s the most efficient way to convert your nest egg into an income stream? 
What role will Social Security play in your retirement lifestyle? 
What steps will you take to make sure that you don’t outlive your money? 
How will you preserve your nest egg while keeping up with the rising costs of health care?

It’s a lot to consider.  And we can help.

 

We also specialize in assisting professionals in their 30s and 40s.

At this point in your life, your primary concerns are likely building your career and looking after your family.  But are you properly positioning yourself to build wealth and pursue your financial goals?  The steps you take now can play a critical role in your long-term success.

How will you balance the significant responsibilities of planning for your retirement and saving for your children’s education? 
What’s your plan to ensure that your loved ones are taken care of should something happen to you? 
Does it make sense to pay off your student loan debt before saving for other goals? 
Do you have the time and inclination to manage your investments yourself?

As your wealth management team, we will help you plant the seeds for the vision of your future.  We take a thoughtful, disciplined approach to investing and will work with you to prioritize your goals, keep up with inflation, and mitigate tax liabilities.  We’ll educate you so that you can take an active role in planning for your current needs and beyond. 

 

^{Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.}