Sustaining Your Wealth for the Long-Term

Wealth preservation is a very different process than amassing wealth or growing it. This delicate endeavor requires a trusted partner who can help to develop a sophisticated strategy with your long-term goals at the center.

When designing wealth preservation strategies, we:

  • Create a vision for your future while taking into consideration the needs of your present.
  • Maintain a sensitivity to expenses and tax implications while exploring a variety of possible strategies for your unique interests, rather than settling for a merely satisfactory  strategy.
  • Identify opportunities and risks, continually researching new opportunities as the economy changes.
  • Help you prepare for an efficient wealth transfer.
  • Create a comprehensive plan for the longevity of your wealth.

Protect Your Wealth for Generations

If your vision for the future involves a legacy for your family in the generations to come, you need a sophisticated plan to make your vision a reality. Small changes make a significant impact over time. Our team understands the discipline and due diligence it takes to protect and defend your wealth.

Clients who are at this stage of wealth management typically have much more complex needs as a high-net-worth investor. There are tax implications, philanthropic opportunities, considerations for insurance and real estate in addition to asset protection to consider. Our wealth advisors are familiar with the intricacies of these complexities and are dedicated to building a strong relationship with you to bring you the level of service and sophistication you require to sustain your wealth.

Partner with Silicon Valley Wealth Advisors today to help protect your financial legacy and sustain your wealth.