Wealth Management Services for High Net Worth Individuals
Are you planning for tomorrow’s financial goals today? Morey CPA & Associates, Inc. can help you reach your personal and financial ambitions through our customized wealth management services. We'll work closely with you to formulate a sound plan that reflects your financial objectives and safeguards your assets.
It’s never too soon to start planning for the future of you and your family. Even if you’ve given this some consideration, a person’s financial priorities evolve as time goes by and any limited plans you already have in place may no longer be sufficient. Whereas college savings planning may have been a priority at one stage in your life, succession, retirement and estate planning may come to the forefront later on. With our assistance you can preserve your wealth for the next generation and feel confident that your family will be financially protected in the years to come.
Our wealth management services are perfect for busy professionals with no time to manage their assets, families with a large number of assets and high net worth individuals that want to separate personal assets from a family business. With our assistance you can see a clear picture of where you are now and how your finances can be managed down the road for the benefit of your loved ones. Call our California, CA CPA firm at 949-485-2011 to schedule a free consultation today. Our services include:
- Asset allocation analysis
- Investment management
- Insurance management
- Charitable giving
- Budgeting and cash flow
- College savings
We’ll help you put a comprehensive estate plan in place that will minimize taxes and maximize the value of your estate for the benefit of your loved ones.
We’ll put together a retirement plan that can evolve over time to preserve wealth and secure assets with minimal tax implications.
Our experience in tax compliance for estates and trusts, estate planning and gift tax planning, makes us a valuable resource for high net worth individuals in the California area.
Whether by sale, passing to the next generation, death or disability, we can develop a business succession plan that's in your best interests.
Tax Planning and Preparation
We take a proactive approach to tax planning for high net worth individuals to help you minimize taxes so you can hold on to more of your assets.
Jerry Morey has earned the special designation of being a Certified Tax Coach (CTC). This means he is an expert in tax planning strategies and has the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. He will put his skills to work for you.