Wealth Management

Challenges Facing Our Clients & Their Families

We understand that your financial life is complex and multi-dimensional. You may feel pulled in different directions between investment objectives, tax issues, charitable gift options, inter-generational wealth transfer and caring for parents while simultaneously wanting to help children and grandchildren.

You want a trusted advisor who can assist and guide you today and in the years ahead rather than dealing with a different person each year due to personnel turnover, turmoil, and inherent conflicts of interest found in many financial service organizations.

Praetorian’s Approach to Meeting These Challenges

At Praetorian Guard, we objectively assess your situation and make recommendations that are tailored to your unique circumstances. We will commit the time to understand your goals, objectives and concerns – then develop a comprehensive and coordinated plan to address each of those areas.

Our Wealth Management Philosophy

Your family’s security rests on a foundation of mutually supporting plans: estate plan, trusts, durable powers of attorney, and personal and professional risk management and investments. We develop an Investment Policy Statement, which serves as our jointly agreed upon guide for your portfolio. Subsequently, we will build a diversified portfolio customized for your goals, risk tolerance and individual characteristics (for example: concentrated single stock positions).

We carefully consider the tax consequences to our clients of all our recommendations and will work with your accountant to coordinate your plan within the broader context of your tax picture.