Personal Planning

Imagine This..

As a High-Net-Worth individual or family, protecting your wealth and amassing greater wealth demand an understanding of the risk as part of the decision-making process. The reward of taking appropriate and calculated risk comes from a clear understanding of your goals and objectives. It is my mission to safeguard that which you have worked so hard to build and develop a thoughtful plan to grow your assets in the manner you find most appropriate for you and your family.

We begin by learning what drives you and your loved ones, develop a bespoke plan to achieve and accomplish what you are most passionate about, and interweave each unique ambition into for personal plan. We help you gain greater insight and control of your personal finances and define steps to optimize your wealth. We strive to help our clients enjoy their wealth to the fullest, help them transition their wealth to the people and organization the love most while maintaining the greatest control. Essentially, we get what you want to who you want how you want with the most control and the least taxation.

For high-net-worth families, we take an individualized approach. We offer services catered to each family member. This “a la carte” approach ensures that each family member receives the services best suited to their needs. We go above and beyond to provide the expertise, advice, support, and assistance you expect from a planning and wealth management team.

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How We Can Help

Family Planning

Our personal financial planning practice is designed to move you closer to your full financial potential. We provide a unique opportunity to for individuals, business owners and high-net-worth families to have an independent review of their current financial strategy. We provide a goals -based approach to our process allowing you to test your financial strategy in a variety of scenarios. We offer alternative planning methods to help achieve goals more effectively, more tax efficiently and with less risk. Our estate planning and wealth transfer strategies are designed to help transition what you want, to who you want, how you want, with the fewest barriers or taxes possible.

Wealth Management

Planning for your financial future means carefully considering your investment options. It makes sense to develop a portfolio that aligns with your values and interests. It’s also important to be clear on what financial independence really means to you and what you hope to achieve with your investments.

We believe in developing investment portfolios that emphasize quality, diversification and personal priorities. Our skilled advisors listen closely to your goals, then create strategic portfolio recommendations based on their expertise and your input. From creating a first-time portfolio to complex wealth management, we are always here to help you achieve your financial goals.

Retirement Planning

Combining savings and investment strategies, we can help you plan for a rewarding retirement ahead. Most importantly, having a fluid plan in place; one that adjustments as needed and remains focused on your goals. It’s never too early or too late to start saving.

At Bedrock Wealth Strategies, we work closely with you to develop a retirement plan that addresses your unique lifestyle goals, potential needs and retirement objectives. No matter where you are in your life and career, our tools and experience can help you create a retirement plan that reflects the way you love to live.

Estate Planning

There is never an easy time to start thinking about estate planning. Without a plan in place, your state laws dictate how your assets will be divided, leaving your family to wait while the government sorts out your affairs. An estate plan is the most powerful way to ensure that your estate transfers to whom you want-- the way you want-- when you want-- with the least hardship to your heirs. You can always adjust your plan if needed, but without one in place, the well-being of your family and your estate may be uncertain.

At Bedrock Wealth Strategies, we work closely with you to create or revise an estate plan that can protect your beneficiaries and assets, reflects your values, clearly communicates your wishes and any potential concerns. Have a trusted attorney you are already working with? We can work alongside your attorney to ensure your financial plans are in line with your legal plans.