What We Do
Your Financial Journey, Our Experienced Guidance
Our comprehensive suite of services is designed to help you navigate every stage of your financial journey with confidence and clarity. From managing your investments to preserving your legacy, we offer personalized strategies that align with your goals, helping to ensure that your wealth supports the life you envision. Explore our tailored solutions and discover how we can help you achieve financial confidence, every step of the way.
Managing Your Investments
Navigating the investment landscape requires more than just picking the right assets; it’s about aligning your portfolio with your broader financial goals and values. Our strategic approach to investment management focuses on tax efficiency, risk management, and alignment with your long-term vision. We offer a diverse range of investment options, including sustainable choices, to help ensure your portfolio not only performs well but also reflects what matters most to you. Explore how our tailored strategies can help you achieve your financial aspirations with confidence.
Preparing for Retirement
Retirement is more than just the end of your working years—it’s the beginning of a new chapter filled with possibilities. We provide the tools and guidance to help you craft a retirement plan that aligns with your dreams and financial reality. Our process is designed to help you navigate this transition smoothly, even amid economic uncertainties. Whether you envision a traditional retirement or an encore career, we’ll help you build a plan that is as robust as it is flexible. Discover how we can help you prepare for a fulfilling and secure retirement.
Creating Tax-Efficient Strategies
Maximizing your wealth isn’t just about growing your assets—it’s also about managing your tax liabilities. Our tax planning strategies are designed to help you keep more of what you earn by seeking tax efficiency across all areas of your financial life. From retirement distributions to charitable giving, we help ensure that every aspect of your plan is structured to minimize taxes and enhance your financial outcomes. Let’s work together to develop a tax strategy that aligns with your goals and supports your long-term financial success.
Preparing Your Legacy
Your legacy is the culmination of a lifetime of hard work, values, and decisions. Preserving that legacy for future generations requires careful planning and thoughtful execution. We specialize in estate planning and charitable giving strategies that prepare your wealth, fulfill your wishes, and help ensure that your legacy is everything you envision. Our approach is designed to be tax-efficient, comprehensive, and deeply personal—because we understand that your legacy is about more than just money. It’s about making a lasting impact.
Assessing Your Risk Tolerance
Investment success isn’t just about market performance—it’s also about managing your emotional reactions to market fluctuations. Understanding your personal risk tolerance is crucial to building a portfolio that you can stick with through thick and thin. We help you assess both your emotional and portfolio risk, striving to ensure that your investment strategy is aligned with your comfort level and long-term goals. By addressing the emotional aspects of investing, we guide you toward making decisions that support your financial well-being, no matter what the markets do.
Strategizing Your Charitable Giving
Philanthropy is about more than giving—it’s about creating a meaningful impact. We help you develop charitable strategies that align with your values, designed to maximize the effectiveness of your contributions, and integrate seamlessly into your broader financial plan. Whether you’re looking to support causes close to your heart or establish a lasting legacy of giving, we provide the experience and guidance to help ensure your philanthropic efforts are both impactful and tax-efficient. Let us help you turn your generosity into a powerful force for good.
Roy Tedeschi Schmidt Private Wealth nor &Partners renders legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.