Value Creation for the Wealthy family
Wealthy families strive to protect assets from the ravages of excessive taxation, inflation and unwarranted investment risk. They not only provide for future generations, but also educate their heirs to become prudent stewards.
Realizing that individual needs differ from those of institutional clients, our associates offer several unique capabilities. We are committed to exceeding your expectations.
Our associates draw upon the same analytical tools and resources available to our large institutional clients. In addition, we pay special attention to issues such as estate, retirement and tax planning, which can make or break an individual’s investment strategy. Drawing on years of experience in the financial industry, we provide objective and cost-effective solutions.
Planning is important, but the key is execution. We want to understand each phase of your life and make the portfolio adjustments necessary for each of those phases. Our clients want performance, but also up-to-the-minute advice on the issues affecting their portfolios.
We help clients improve all areas of portfolio management by providing services that include:
- Cash Flow Projection
- Tax Efficiency Analysis
- Asset Allocation Studies
- Investment Policy Review/Development
- Investment Manager/Fund Search
- Fee Analysis and Negotiation
- Performance Evaluation
- Estate Liability Analysis
- Gifting Programs
Explore Consulting Services:
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
NFP Securities, Inc. is not affiliated with Smith, Frank & Partners, LLC.
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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