Wealth Management Services

Wealth Management Services

The professionals at CostaRothbort bring years of concrete wealth management leadership, experience and objectivity to each client relationship. Encompassing both personal and business financial planning, our philosophy is two-fold: securing the well being of our clients and friends and providing them with the skills to become secure and comfortable in their retirement.

We have access to the broadest range of independent financial providers to help you accomplish your goals. CostaRothbort as your wealth advisors, you’ll have the confidence of knowing that a premier professional service firm is helping you handle your affairs.

A Future of Fulfillment

Our firm has helped clients work towards financial security through our personalized approach to wealth planning, accumulation and preservation. Securing our clients’ dreams represents a lifetime of hard won achievements, leaving little time for wealth management. We can assume that responsibility and provide the expertise to achieve our clients’ goals.

We strive to enable our clients to maintain the standard of living to which they have become accustomed, while preserving wealth for their heirs. When developing and maintaining a carefully considered wealth accumulation plan, we focus on strategies appropriate for each individual client.

Your Financial Coach

Wouldn’t you rather spend time enjoying family, friends, and recreation, than dealing with multiple financial service companies? As a professional service firm, our goal is to always remove the complexity, time, and worry from your wealth management plan by becoming what we call “Your Financial Coach.” We’ll give you the big picture and the details in order to ensure your investments keep pace with the changes in your life.

Our specialists in tax, asset protection, investment planning and estate distribution will develop a comprehensive accumulation and preservation plan that best meets your needs and goals. We believe that the greatest gift to your children is your legacy.

Estate Planning

Establishing an estate plan as part of your comprehensive wealth management strategy can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We coordinate with your attorney to implement your estate plan from beginning to end, retitle assets to refute or eliminate estate taxes and avoid probate and conduct bi-annual estate planning reviews.

Risk Management Planning

Risk management is the process of analyzing exposure to risk and determining how to best handle such exposure. In the course of managing our clients’ wealth, we evaluate their non-investment risks – including long term care coverage, life insurance and disability insurance – in the event of an unexpected occurrence that can interfere with both short-term and long-term financial stability. We objectively identify, classify and manage the risks in our clients’ financial lives to help mitigate those that pose the greatest possibility for harm.

Business Planning

Our professionals know that successful business planning requires concentrated time and effort in a systematic approach. We work with our clients to set objectives and establish goals to reach a desired future state for their business entity and to define overall strategies for accomplishing the desired state. Through planning, we assist management in determining what objectives to pursue during a future period and what actions to undertake to achieve those objectives.

The implementation of retirement plans, executive compensation and buy/sell continuity is an extension of our core competency. We also will help with exit strategies – whether to family, management or a third party – to maximize value and ensure continuity.