Wealth Building

Clients that come to us during their wealth building years are looking for help balancing the funding of short-term financial goals, such as education planning, with future financial goals like retirement. These clients may seek:

• Cash flow analysis and savings plan development
• Help maximizing employee benefit plans (401(k)s, ESPPs, pensions) and executive compensation benefits (stock options, restricted and performance stock, non-qualified deferred compensation plans)
• Strategic tax planning to help mitigate lifetime taxes

Wealth in Transition

Life events, whether a blessing or a hardship, often create planning opportunities. We help frame the key issues and formulate strategies during or after a transition to move forward with confidence. We have helped our clients:

• Re-establish financial plans following a divorce
• Work through the estate settlement and transition to financial life without a spouse
• Develop asset management strategies following the sale of a business
• Plan for and establish income streams for a successful retirement

Wealth Management

Prospective clients with sufficient assets to fund all of their financial goals are in an enviable position, however they still require advice on a range of issues. Our wealth management clients typically partner with us for:

• Investment management with a focus on risk mitigation: using both traditional and alternative asset classes to achieve a balanced and successful portfolio
• Strategic & tactical tax planning: mitigating current year taxes as well as future tax bills
• Coordinating legacy planning with estate planning professionals.

The cSquared team serves clients from Texas to Colorado, California to Florida. Some of our clients spend time overseas. Wherever life brings you, we’ll be here to serve.