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Meeting the unique needs of high net worth clientele

At McPherson Financial Group, we recognize that high net worth clients need and expect a high level of service and require more complex investment strategies, advanced tax planning, and innovative estate planning. Financial plans for high net worth clients should be designed to help protect against one of the greatest dangers they will face — taxes. Unfortunately, assets are not often properly allocated to protect against tax erosion. Our Private Wealth division is designed to meet the specific needs of clients with a net worth higher than $5,000,000. We accomplish this by partnering with estate planning attorneys and CPAs to help protect and grow wealth while reducing taxes when possible.

WE PROVIDE THE FOLLOWING SERVICES TO OUR PRIVATE WEALTH CLIENTS

Affluent Tax Planning Strategies
Business Formation
Business Succession Planning
Charitable Giving
Custom Built Portfolios
Tax Loss Harvesting
Trust Funding

To talk to us more about our Private Wealth division, please contact us at
321-253-2016 or fill out the form below.