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I Have a Complex Financial Picture

Independent of your prior rank you may have a highly unique and complex financial situation that needs the help of an experienced financial advisor. 

Our wealth management services are designed for business owners, C-level executives, high net-worth individuals, those covered by a non-qualified retirement plan and those with significant charitable aspirations. We have the expertise to help you navigate this complex terrain.

Like with our financial planning services we'll determine where you are and how you can get to where you want to go. We'll look at advanced risk management strategies, help you navigate the intricacies of the tax code as they apply to your stock options plans and other non-qualified retirement plans, help you support charity in ways that minimize your income taxes, help set-up retirement plans if you're a business owner, and we'll make sure your estate is managed to minimize the estate tax bite. And, like our financial planning service level, we'll boil it down to a one-page easy to understand guide to implement your plan. We know your time is valuable and reading a 100 page document isn't the best use it. On top of saving you time by providing you a brief summary of your plan, we'll take care of a lot of the legwork to put your plan in place too.

Wealth management fees start at $8,000 per year ($2,000 paid quarterly)

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by C.L. Sheldon & Company, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from C.L. Sheldon & Company, LLC . To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. C.L. Sheldon & Company, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the C.L. Sheldon & Company, LLC ’s current written disclosure statement discussing our advisory services and fees is available for review upon request. DISCLAIMER OF TAX ADVICE: Any discussion contained herein cannot be considered to be tax advice. Actual tax advice would require a detailed and careful analysis of the facts and applicable law, which we expect would be time consuming and costly. We have not made and have not been asked to make that type of analysis in connection with any advice given in this blog post. As a result, we are required to advise you that any Federal tax advice rendered in this blog is not intended or written to be used and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS. In the event you would like us to perform the type of analysis that is necessary for us to provide an opinion, that does not require the above disclaimer, as always, please feel free to contact us.