High Net Worth Services Know What Your Options Are
As your net worth grows, so can your potential challenges and choices. We offer personalized, integrated services for individuals with higher net worth.
Advanced Strategies for Confident People
We’re experienced in helping professionals, executives, families — including multiple generations — and business owners with higher net worth to assess their options. We can recommend advanced strategies designed to address your financial, legacy and tax-efficiency goals and objectives.
If you have $3 million or more in net worth, you’re likely:
Looking to help reduce your tax exposure — including income taxes, capital gains taxes, net investment income tax or estate taxes
Actively or passively thinking about the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings
Wanting to integrate your various financial, legacy and tax-efficient strategies
Looking for help identifying and simplifying your financial decisions from among varying options and approaches
Ready to coordinate with professionals who value relationships, helping make your financial goals a reality
A Team Approach
If we work together, we’ll come alongside you and connect you to our team and other subject matter professionals to help coordinate your financial, tax and legal considerations. We can also collaborate, with your permission, with any professionals you may already be working with, such as your CPA, estate planning attorney, realtor or others.
We can help in the following areas:
- Sales of highly appreciated assets (businesses, real estate, stocks, etc.)
- Business succession planning
- Advanced legacy strategies
- Planned and charitable giving strategies
You've worked hard for your wealth — let's help ensure it works just as hard for you.
Strickler Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
If any of these concerns sound familiar, Let’s Talk.
Great conversations start with great questions — we’ll explore your concerns, goals and dreams so we can help you chart your course with ease and confidence.
Insurance products are offered through the insurance business Strickler Financial Group Strickler Financial Group is [also] an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Strickler Financial Group. AEWM does not offer insurance products. The insurance products offered by Strickler Financial Group are not subject to Investment Adviser requirements. AEWM and Strickler Financial Group are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Strickler Financial Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.