Southwestern Wealth Management
Helping you create your desired financial future
We provide financial services to help meet the needs of individuals, families and businesses that seek to realize and maintain financial security and opportunity.
Every stage of life and business presents new challenges. Providing comprehensive strategies that help to pursue and protect lifestyle choices, meet responsibilities, and take advantage of opportunities at each stage requires carefully drawn strategies, astute execution, and continued monitoring. Navigating the arcane intricacies of the tax code, inheritance laws and financial markets is a full-time job, which is why you most likely have surrounded yourself with experts in these fields. However, decisions made in one area often have unintended consequences in others. For example, an investment decision may affect an estate plan; a retirement plan may negatively impact a tax strategy.
Marriage, children, college, retirement, philanthropy, lifestyle, personal fulfillment, legacy, employee benefits and business reputation–all require accumulation and protection of assets, an infinitely more complex matter today than in the past. For example, a dollar lost today might be have been worth four times as much at the age of life expectancy if saved through appropriate tax planning.
Many of us have been serving high net worth clients for several decades, with a client base that includes individuals and families; doctors, dentists, attorneys and other professionals; and small to moderate-sized, privately owned businesses.
Our highly experienced associates will guide you in identifying your short-term and long-term objectives. With the confidential and in-depth understanding of your wishes and financial picture, we will help you prepare and execute a comprehensive strategy that works toward fulfilling your objectives. And we will always be available to help you modify your financial strategies if your circumstances or interests change.
Choosing a cutting-edge and innovative financial services management firm with the knowledge and disciplines necessary to fulfill your objectives and a commitment to your success may be one of the most important decisions you will ever make.
We invite you to consider South Western Wealth Management. Please feel free to contact our Managing Partner, John Andraos.
Our Financial Services and Products¹
We provide an extensive array of financial services and products that fall broadly into the categories of insurance and investments. Investments products consist of variable annuities, retirement plans and college savings plans, among others. A partial list of our services and products includes:
- Asset Accumulation and Distribution
- Asset Protection – Life Insurance
- Tax Strategies
- Business buyout/succession planning
- Business Tax and Exit Strategies
- Buy-Sell Arrangements
- College Savings Plans
- Deferred Compensation
- Estate Planning Strategies
- Executive Bonus
- Exchange Traded Funds
- Grantor Trusts/ Freeze Gifts/ Lifetime Gifts
- Income Protection – Disability Insurance
- Individual Retirement Accounts
- Insurance Strategies
- IRAs/ Roth IRAs/ SEPs
- Key Person Indemnification
- Lifetime Benefit Planning
- Pension Plans/Profit Sharing Plans/401k/412i,e
- Premium Financing
- REITs and other Alternative Investments;
- Retirement Plans and Administration
- Split Dollar Plan
- Using Business Entities as Tax Strategies
- Welfare Benefit Plans
- (FLPs – LLCs)
- (GRATs – CRTs – ILITs)