We specialize in building personalized plans that reflect your unique goals and priorities. With our expertise and advanced tools, we create flexible strategies that evolve as your needs and priorities change.
Investment Solutions
We build portfolios based on the science of capital markets and decades of research. A strong belief in markets frees us to think differently about investing. Advances in research and technology inform our investment strategies and keep us responsive to evolving markets and client needs. This includes;
- Defining your investment objectives and implementing the appropriate asset allocation
- Creating your Investment Policy Statement and managing your wealth within its guidelines
- Monitoring your performance and adjusting your allocations as necessary
Planning for Retirement
Whether you are already retired, retirement is around the corner or it is years away, we can plan accordingly. Many people worry that they will not have enough money to retire or will outlive their money. As people are healthier and living longer, this is a growing concern. Our approach to retirement includes:
- Determining at what age you wish to retire
- Defining what you want your retirement to look like
- Considering family obligations and the financial support you wish to provide
- Determining how much money you will need to retire or stay retired
- Examining different sources of income, including government plans, pension plans and financial assets in the most tax-efficient way
- Reaching the number that is right for you and helping you get there
Estate Planning
A proper estate plan is essential in ensuring that at death, your wealth and property is distributed efficiently and in a way that minimizes taxes. Effective tax strategies in combination with wills and trusts will achieve this.
Kelson Wealth Management is your trusted partner in developing and implementing a complete estate plan.