Your smart decisions and hard work built your wealth. Ours will help you to protect and grow it.
Business Owners & Incorporated Professionals
Those who work for themselves have unique wealth management needs due to the connection between their personal and business assets.
Girard, Pilkey & Associates has many years of experience, along with specialized knowledge, in helping owner-operators, entrepreneurs and incorporated professionals make the most of their hard work. By coordinating personal and business assets in the areas of investment, taxation, cash management, succession planning and estate maximization, family wealth can be substantially enhanced.
When the time comes to pass the reigns (or sell), the transition from owner to “retiree” can be one of the most difficult adjustments you will ever make. It’s important to work with a team that has the expertise and experience to make that change as comfortable, successful and worry-free as possible.
After a lifetime of hard work, it’s important to make sure your wealth is managed in a professional and expert manner. Retirement is no time to take chances with your savings.
To ensure a worry-free retirement, we build and manage our clients’ portfolios with the expertise, resources and fiduciary care needed to provide predictable retirement income, minimize tax, maximize eventual estate value and achieve superior risk-adjusted investment returns.
In addition to expert investment management, we also prepare a detailed retirement income analysis to ‘crash test’ your retirement under a variety of scenarios; so you have the peace of mind that comes from knowing you’ll be okay regardless of what the markets or interest rates throw at us going forward. We base this report on a set of discussed assumptions about your desired spending level in retirement, any planned asset sales, life expectancy, volatility tolerance, inflation, etc.
Senior Corporate Executives
The sophisticated wealth management process Girard, Pilkey & Associates brings to our clients resonates well with corporate executives. They understand the value in having a highly trained team working on a single project. The project in this case being your families wealth...You Inc.
In addition to the standard elements of a wealth management plan (retirement income planning, tax minimization, education funding, risk management and estate planning, etc.), our work for corporate executives often also involves planning around concentrated stock positions (to minimize tax and risk), company stock option plans, group retirement savings, registered pension plans and company benefits packages.
Many of our corporate executive clients also find value in our global economic and capital market analysis, which is available for their use in their own corporate strategy planning, currency strategies, and private banking resources.
A Cup of Coffee and a Second Opinion
Girard, Pilkey & Associates brings the skill set needed to manage the complex investment and wealth management needs of successful individuals and families - regardless of how they achieved that success. Please browse the rest of our website to learn more about what we do, how we do it and what makes us one of the most respected wealth management choices for affluent private clients. If you like what you see and would like a cup of coffee and a second opinion on your current portfolio and financial plan, we’d be happy to offer both. Please email us today.