Helping successful people with every matter money touches
Managing wealth wisely across generations
We build long-standing, multigenerational relationships with the families we serve. Our ongoing goal is to serve as your financial advisors for life, managing and preserving your wealth, and building your legacy – so you are free to focus on the things in life that matter most.
A growing and extremely important part of our business is serving the children of our clients and the younger generation who leave the workplace after inheriting money from their parents. They want to make their own decisions regarding their financial independence – and by already being familiar with their family, we are very capable of helping them.
At NewDay Solutions, we offer consultations and reduced fees for the children of our clients. We advise them on all aspects of their financial lives, including their short- and long-term goals. We want the heads of the families we serve to know that their children are on a solid course of financial literacy and independence.
The advisors on our team have years of experience in addressing important financial matters such as asset protection, tax planning, managing cash flow, managing education debt, and valuing a company or practice for purchase or sale.
Often, our team finds that a family’s wealth is concentrated in a single stock, received through inheritance or company benefits. We have strategies designed to resolve this risk, while also mitigating the tax implications.
Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation.