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Private Wealth Management

As your wealth grows, managing it and aligning it with your objectives becomes more complicated.

At Burkholder & Associates, we focus on understanding your objectives and your values to get a holistic view of your wealth. We then apply established financial theory and common-sense strategies to create a customized financial plan tailored to your specific needs.

This construct spans all of the financial aspects of your life, and we focus on those that are most important to you:

  • Financial Independence and Cash Flow Planning

Cash flow is the foundation of the financial planning process and the key determinant of your financial independence. Each person defines financial independence differently; we work with you to establish your vision—and the steps you can take to realize it.

  • Investment Planning

We help you develop an investment strategy tailored to the objectives that are most important to you: retirement, cash flow, education, charitable giving and others. We incorporate several factors, including asset allocation, risk management, tax efficiency and cost. To get an idea of your portfolio risk, try our risk assessment tool by clicking here.

  • Legacy and Estate Planning

Our role is to help identify your vision for your legacy, your family, your business and your community. We develop strategies to efficiently drive your family, business and charitable objectives, and we work with your team of legal and tax advisors to make sure those plans are executed.

  • Risk Management

Any financial plan should be resilient and durable. To accomplish that, it must identify and efficiently manage risk while also recognizing that often the biggest risks are the ones we don’t foresee. We help clients plan for disaster, disability, survivorship, generational wealth transfer and long-term care, so that when hazard strikes, your plan can absorb it.

  • Tax Strategies

Business owners and high-income earners often have opportunities for mitigating their income and estate tax liability. We help identify, analyze and integrate tax reduction strategies as part of your overall and ongoing planning process. It’s not just what you make; it’s what you keep that’s important.

  • Family Office Services

Financially successful families face unique challenges. We can help coordinate aspects of family finances to allow your family to fully understand your financial position on an ongoing basis. We then build a strategy to ensure your values transfer alongside family wealth to future generations. Some of our family office services include:

- Establishing a family mission statement

- Developing an effective family governance structure

- Ensuring current generational wealth transfer plans are effective

- Archiving estate planning documents and recording wealth transfers

- Developing a values-based family giving structure

- Providing family education and mentoring

- Coordinating family meetings

- Coordinating the team of advisors

- Creating and managing an annual calendar to coordinate family activities and responsibilities