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Successful wealth management combines wise investment choices with intelligent tax strategies. Modern investors require a comprehensive approach to their wealth management, estate, tax, healthcare and insurance needs. As your strategic partner, we integrate these complex elements into a cohesive plan that can give you the power to help meet your financial objectives.

To facilitate your plan for success, we have developed a proprietary system to provide an overall structure of specific, tax-smart investment solutions that can help fulfill your financial potential at each stage of your life.

Wealth Management

As a collective, our advisors bring over 60 years of experience in constructing and managing investment portfolios. While always keeping your current and future needs in mind, our wealth management strategies incorporate analytical processes to fully understand client priorities.

From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation before offering our recommendations. As markets shift and your personal needs change, our customized strategies are built to evolve.

Tax Strategies

You worked hard to get here, and your financial plan must be equally competent in maintaining what you’ve built. At Fillette & Schain Wealth Management, tax diversification strategies are essential to our practice. If you have your own tax preparer, we’ll partner with them to make sure your tax strategies align with the financial plans we’ve designed. If you’re looking to integrate your wealth management and tax strategies under one roof, our in-house CPA specializes in maximizing after-tax income, helping protect assets against taxes and inflation, identifying tax-efficient ways of providing college funding, and more. Our professionals are in a unique position to help create custom tax diversification strategies for clients.

Just as you diversify your assets among cash, stock, bonds, and real estate, our advisors also believe in diversifying your assets from a tax perspective. With such diversification, our strategies empower you to respond to changes in tax codes and manage your retirement money irrespective of these changes. We see opportunity where others see uncertainty.

Retirement Planning

Retirement is a journey. At Fillette & Schain Wealth Management, we believe that journey requires a detailed roadmap to know where you are, where you want to go, and how best to get there. More importantly, it defines the end result: what your retirement will actually look like. Whether you’re in the prime of your career, are just a few years away from leaving the workforce, are already evaluating an early retirement offer, or are already retired, we can help you reach the retirement you’ve always imagined.

By looking at the whole picture of your life, your values, and your goals, we can develop a tailor-made plan of action that evaluates pensions, 401(k) plans, Social Security, savings, stock options, deferred compensation, and other assets to plan for a reliable income stream throughout your future. With this tailored financial plan, you’ll have access to a multitude of options to help achieve your most cherished goals. As your strategic partner, we look forward to working with you every step of the way.