Highly Personalized and Unique
If you feel financial lifestyle planning, tax strategies, wealth preservation, cash flow optimization, goals based reporting, a dedicated wealth manager and a collaborative team approach are important please contact us to obtain more information or to arrange a conversation.
A Comprehensive Approach
Does your wealth management strategy solely consist of an investment portfolio? If so you are not alone, we have found most investors are subjected to this strategy. We believe there is a better way; a holistic approach exclusively designed to embrace your personal situation and goals. You should not leave your future to chance! We take pride in our ability to create or enhance wealth management plans using strategies overlooked by the rest of the industry.
Financial Lifestyle Planning
The Path to Success
Quite often financial plans are limited in their scope focusing on the age an individual plans to retire, the number of years in retirement, and how much money they expect to need during their retirement years. RowanOak Private Wealth takes a more holistic approach to wealth management. Our plans utilize both traditional and non-traditional strategies to meet your needs as you transition through various stages of life.
You’ve worked hard to build your savings but is your current plan working with you to maximize your after tax savings? Most advisors are not focused on your tax situation and most accountants are reactionary. RowanOak Private Wealth Counsel takes a proactive approach integrating tax minimization strategies into all of the wealth management plans we create. We endevour to keep your hard earned savings in your pocket where it belongs.
Cash Flow Optimization
RowanOak Private Wealth Counsel focuses on finding and understanding the tools available that provide our clients with a tax efficient, predictable, and reliable cash flow. We achieve this through the implementation of creative solutions overlooked by most industry professionals.
Goal Specific Investment Philosophy
The Final Piece of the Puzzle
RowanOak Private Wealth believes asset allocation is the last step in creating a wealth management strategy. The investment philosophy is specifically tailored to ensure the portfolio constructed is aligned with your goals and your financial plan. It’s easy to be swept up in the cyclone of constant buying and selling of securities or holding more assets in a portfolio than you truly need.
If you do not have a plan then how do you know your investments are working for you rather than against you?
Goals Based Reporting
Achieving Your Milestones
Using goals based reporting we will help you monitor, review and track how you are progressing towards achieving your financial goals. You will receive easily understood visual and written reports free from convoluted industry jargon.