Wealth Strategies
We Coordinate Your Business, Retirement and Estate Plan to Achieve Results.
Complexity, sensitivity, indecision and time constraints are several issues preventing highly successful people from making decisions regarding wealth. Critical decisions and timing could protect millions in capital gains, income, estate and gift taxes.
Wealth strategies align critical planning areas to achieve a coordinated and tax efficient process. An example might include alignment of a business succession plan, estate transfer, eventual exit strategy, financial independence and philanthropic endeavors.
Each critical area has its own set of challenges and parameters. Success requires open dialogue and teamwork among advisors. Strategies and solutions target controlling business interest, real estate, brokerage accounts, retirement plans, cash, art and collectables. The result includes enjoyment from wealth while maintaining control, protection and eventual redistribution. Our client dictates the terms, not the United States Department of Treasury.
Due to time constraints, clients may prefer prioritizing critical issues on a project-by-project basis. By design, we can either "build the entire house from the foundation up" or "update one room."
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC
Investment Advisory Services offered solely through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor
Smith, Frank & Partners, LLC is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc. does not offer legal or tax advice.
Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
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