Welcome to AssetTree Wealth Management
A full-service wealth management firm dedicated to helping our clients build, protect and preserve their wealth.
We provide clear, prudent advice and planning strategies rooted in fiduciary principals that are tailored to our clients unique needs.
Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.
Tax Reduction Planning & Strategies
Tax reduction planning involves managing your taxable income, maximizing tax deductions and credits and implementing strategies to reduce your tax exposure. Key strategies include maximizing retirement contributions, utilizing tax-efficient investments and practicing tax-loss harvesting.
Financial Planning
Financial planning strategies for no matter where you are in your financial journey. Whether you are in your working years, approaching or are already retired, we create a dynamic framework tailored to your specific needs and goals.
Investment Management
Professional management of your financial assets and investments to meet specific goals. This includes income needs analysis, assessing of financial risk tolerance and goals, asset allocation, portfolio construction, and ongoing investment monitoring.
Estate & Family Wealth Planning
We work with estate planning attorneys to coordinate and organize how your money, property, and personal belongings will be managed and inherited by your heirs to achieve your desires in the most tax-efficient manners.