the Inheritor

We help and offer guidance to people who have come into an inheritance, like a taxable investment portfolio with multiple stock and bond positions. Some clients arrive with no idea how the performance has been or what their overall asset mix was in these portfolios.

We can consolidate all of your accounts to help create a clear picture of your investments and determine a tax efficient plan for liquidating the inherited stocks. After we determine your risk tolerance, income needs and lifestyle goals, we can create an investment portfolio designed to meet your desire to both preserve the gift you have been given through the inheritance as well as provide growth for future generations. With the right diversification in place, and a knowledgeable Advisor to come to with questions, it is easier to feel confident about your future. In addition, we can refer you to an estate attorney to draft Trust and Healthcare Directive documents which may not yet be in place.