Wealth Management Strategies for a Volatile Market
You have goals for your assets – whether it’s putting kids through college, funding your retirement, or supporting organizations you believe in, the last place you want your money to go is to the IRS.
Smart and strategic planning is critical to optimizing your investments, maximizing future returns, and minimizing your tax burden. And while investments everywhere are reflecting the impact of COVID-19, there are still smart steps you can take.
Smart Strategies for Investing in a Volatile Market
In this on-demand event, Barnes Dennig Wealth Management Director George Sparks and Biechele Royce’s Tom Barrett share strategies for successfully navigating a volatile market and positioning your portfolio for recovery, as well as how to get the most out of your relationship with your investment advisor.
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Services Custom-Designed to Achieve Your Goals
Barnes Dennig offers highly customized estate, wealth, and succession planning services focused on your unique goals and objectives and how we can best achieve them. Our wealth management and estate services include:
- Establishment of trusts including:
- Formation of private foundations
- Business valuation
- Educational funding
- Cash flow and budgeting for individuals
- Stock option analysis
- Insurance needs
- Preservation of financial assets
- Succession planning
- Retirement planning
- Estate and gift tax planning
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Qualified Personal Residence Trusts
- Grantor Retained Income Trusts
- Irrevocable Life Insurance Trusts
- Revocable Living Trusts
About Barnes Dennig
Barnes Dennig is Inside Public Accounting’s Top 200 Firms, and received the “Best of Accounting” designation from Clearly Rated in 2019 and 2020. Since being founded in 1965, the firm’s growth has stemmed from a focus on providing exceptional client service, depth of knowledge in select industries and strategic expansion. Today we are more than 150 employees strong, serving clients in three states and across the U.S. with operations spanning the globe.