Wealth Management

Identifying the best way to manage your investments can be a challenge. We have significant expertise managing retail, institutional and retirement portfolios. Our advisors have been successful in navigating different market environments for clients. Each portfolio is tailored to your objectives and constraints considering time horizon, risk tolerance and other short- and long-term objectives.

Once we’ve created your investment plan, our advisors schedule regular meetings to review your portfolio and investment strategy.

We help clients:

• Build investment portfolios to produce risk-adjusted returns through market cycles
• Identify and source investment opportunities
• Review and rebalance portfolios
• Use data aggregation software to provide transparency

We help clients make informed financial decisions regarding saving, spending, gifting and legacy planning, including:

• Retirement planning
• Trust and estate planning
• Insurance planning and placement
• Charitable planning
• Education planning

Our advisors can work with you to determine how best to make your assets last throughout your retirement years. This includes determining your retirement plan withdrawal strategies and best use of social security claim tactics.

With an intimate understanding of your goals, we can suggest strategies to minimize tax liabilities. Our advisors work directly with you and your CPA to provide tax-efficient investing advice and tax strategies.

We help you plan for the unexpected and evaluate how insurance should be part of that plan. Our advisors proactively revisit your insurance strategy to ensure you have the optimal policies in place. Coverage options include:

• Annuity insurance
• Disability insurance
• Life insurance
• Traditional and linked-benefit long-term care insurance

Having access to liquidity solutions gives you flexibility when opportunities arise. We partner with you to determine your best financing options within real estate, art, yachts and planes.

For many, there is a desire to enhance their legacy by giving back to their community, religious organization or other charities. Our advisors can help you plan by maximizing your gift through direct giving, foundations and trusts.

Education is an integral part of many client investment strategies. Our advisors can work with you to determine the best savings plan for the educational desires of your family.

Do you require assistance with something that you don’t see on our service listing? Through our affiliation with Baker Tilly, we can handle anything you need, whether administrative or financial. The list below includes just a sampling of the concierge services we offer:

• Budget analysis
• Tax planning/compliance
• Recordkeeping
• Bill pay
• Income collection
• Bank reconciliation
• Cash flow analysis
• Insurance coverage
• Medical claims
• Major acquisitions
• Mortgage selection
• Payroll

Awards, rankings and other forms of recognition are not indicative of BTWM’s or its advisors’ future performance. 

Accounting Today – 2023 Top Firms by AUM – Recognized firms were selected based on their assets under management. Data was provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community. There was no charge to be included in this award listing.