We provide our clients access to comprehensive
resources for financial advice and planning. We carefully coordinate
this advice into an integrated investment strategy that considers
all of your financial objectives, including:
We will coordinate efforts on your behalf
with your personal attorney and accountant. Think of us as your
financial CFO, calling in experts as necessary, but always reviewing
specific strategies from the standpoint of a trusted advisor
who understands your total financial situation.
Asset
Allocation
This is the process of diversifying investments
to various asset classes and investment styles in order to seek
the highest return for the least amount of risk. Examples of
different asset classes are U.S. stocks, (large, mid and small-cap)
international stocks, bonds, real estate, and cash. Examples
of investment styles are growth, value, venture capital, and
hedge funds.
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Estate Planning
Maximizing the wealth that will be passed
on to heirs or philanthropic bequests by minimizing inheritance
taxes requires a thorough, detailed knowledge of not only tax
law, but a client's full financial picture as well. Working
with local counsel to create the necessary legal documents such
as wills and trusts, we will also help a client evaluate and
choose from among the many possible choices for trustee, whether
it be a professional trustee such as a bank, family member,
or other advisor.
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Charitable
Giving Strategies
We can help our clients achieve their
objectives with respect to philanthropy. Whether through the
establishment of a private foundation, a charitable remainder
trust or some other legal entity to facilitate a gifting program,
we can work with your attorney or accountant to accomplish your
objectives within the framework of your overall wealth management
strategy.
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Family Business
Issues
We have access to resources in wealth
management strategies for closely held business owners. The
complicating factors of family dynamics, management and ownership
succession, liquidity needs, and concentrated business risk
demand an advisor with resources in these areas. Working closely
with your existing legal and tax advisors, we coordinate the
development of strategies designed to address the unique needs
of this group.
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Executive Compensation
Analysis
For highly compensated executives, there
is often little time left in a busy schedule to effectively
manage their own financial affairs. Creating the most value
from today's sophisticated compensation strategies, however,
requires thorough, ongoing analysis within the context of a
comprehensive wealth management plan. WealthTrust Advisors has
access to the analytical tools and expertise to assist clients
in the management of stock option and deferred compensation
plans, maximizing the tax efficiency and long-term return of
these important wealth creation tools for successful executives.
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Wealth
Trust Advisors Charlotte, NC
