Planning
Planning
Retirement Planning
Retirement Planning
Sandy Springs Private Wealth Management helps clients maximize employer-sponsored retirement plans and individual retirement accounts. We integrate executive benefits like warrants, pensions, and stock options with government benefits such as Social Security for a comprehensive strategy. Our retirement planning is tailored to you.
Estate Planning Strategies
Estate Planning Strategies
Our practice collaborates with estate attorneys to review wills, trusts, and other estate documents. We establish optimal beneficiary designations to reduce estate taxes and probate costs, preserving assets. Our estate planning also includes contingencies for risks like illness and incapacitation.
Tax Efficient Strategies
Tax Efficient Strategies
Managing tax liabilities, especially in retirement, impacts your lifestyle and estate taxes. We work with your CPA and Estate Attorney to implement tax-efficient strategies. Since taxes depend on legislation, we stay updated to help navigate financial impacts.
Business Owners & Executive Services
Business Owners & Executive Services
Business owners face unique challenges. We provide education, insights, and planning for governance, transition, and succession. Executives receive guidance on managing stock-based benefits and navigating regulations on material nonpublic information.
Philanthropy & Charitable Giving
Philanthropy & Charitable Giving
Charitable giving can be complex when considering legacy and impact. We help clients create giving plans to support meaningful causes while maximizing tax benefits, ensuring effective and efficient contributions.
Risk Management
Risk Management
Investing requires balancing risk and return. We communicate risk-reward metrics so clients understand their asset risks. Our analysis helps clients make informed decisions on reallocating, investing, or staying the course.
Elder Care
Elder Care
For the first time, people 60+ will outnumber children under five (U.S. Census Bureau). This group faces financial exploitation risks. We take proactive steps to ensure legal protections are in place.
Education Funding
Education Funding
There are many ways to save and invest for education. We help clients choose strategies for long-term success, considering financial aid impact and scenarios like scholarships reducing the need for savings.
Insurance
Insurance
We help clients choose the right insurance to protect their family or business and leave a legacy. With access to top carriers, we ensure the best value for their insurance needs.
Retirement Planning
Retirement Planning
Sandy Springs Private Wealth Management helps clients maximize employer-sponsored retirement plans and individual retirement accounts. We integrate executive benefits like warrants, pensions, and stock options with government benefits such as Social Security for a comprehensive strategy. Our retirement planning is tailored to you.
Estate Planning Strategies
Estate Planning Strategies
Our practice collaborates with estate attorneys to review wills, trusts, and other estate documents. We establish optimal beneficiary designations to reduce estate taxes and probate costs, preserving assets. Our estate planning also includes contingencies for risks like illness and incapacitation.
Tax Efficient Strategies
Tax Efficient Strategies
Managing tax liabilities, especially in retirement, impacts your lifestyle and estate taxes. We work with your CPA and Estate Attorney to implement tax-efficient strategies. Since taxes depend on legislation, we stay updated to help navigate financial impacts.
Business Owners & Executive Services
Business Owners & Executive Services
Business owners face unique challenges. We provide education, insights, and planning for governance, transition, and succession. Executives receive guidance on managing stock-based benefits and navigating regulations on material nonpublic information.
Philanthropy & Charitable Giving
Philanthropy & Charitable Giving
Charitable giving can be complex when considering legacy and impact. We help clients create giving plans to support meaningful causes while maximizing tax benefits, ensuring effective and efficient contributions.
Risk Management
Risk Management
Investing requires balancing risk and return. We communicate risk-reward metrics so clients understand their asset risks. Our analysis helps clients make informed decisions on reallocating, investing, or staying the course.
Elder Care
Elder Care
For the first time, people 60+ will outnumber children under five (U.S. Census Bureau). This group faces financial exploitation risks. We take proactive steps to ensure legal protections are in place.
Education Funding
Education Funding
There are many ways to save and invest for education. We help clients choose strategies for long-term success, considering financial aid impact and scenarios like scholarships reducing the need for savings.
Insurance
Insurance
We help clients choose the right insurance to protect their family or business and leave a legacy. With access to top carriers, we ensure the best value for their insurance needs.