Effective management of wealth combines a comprehensive and clear understanding of a client’s life profile with ongoing guidance and execution.
We offer comprehensive wealth management services to produce a fully integrated approach to preserving, enhancing and transferring wealth.Tax
We strive to deliver tax efficient strategies in every aspect of our financial relationship with our clients. Our advisors continually review portfolios for strategic and tactical opportunities while minimizing tax exposure. We accomplish this by collaborating with clients’ tax advisors to make sure tax management strategies are coordinated and implemented to your optimal advantage.
We carefully map out a plan for meeting your retirement objectives. Once you retire we manage your assets to optimize income strategies, while maintaining low portfolio volatility.
We provide legacy counseling to help ensure the smooth, tax-efficient transfer of wealth. To this end we work closely with outside estate and tax planning professionals to help reduce the challenges of passing your wealth from one generation to the next.
Sapient clients look to us to provide strategies to maximize the tax benefits associated with their charitable giving. We take great care to find the best solutions for our clients and the organizations they passionately support. We collaborate with their tax and legal advisors as we to optimize results.
Tuition costs continue to outpace inflation at a staggering rate. To prepare for the best possible education for heirs, we help assess the costs, and design investment plans to meet both growth and liquidity needs.