Holistic wealth management services for affluent individuals and families, with a balanced focus on both financial and human capital.
- Registered Investment Advisors - Fiduciary obligation to clients
- Sophisticated investment, insurance, estate planning and tax advice
- Unique approach to multi-generational holistic family wealth planning
- Family office services
Providing highly specialized financial and tax advice to affluent divorcing women which empowers their lives, futures and independence.
- Pre-settlement financial and tax strategy
- Post-settlement financial and tax planning
- Personal CFO services (budgeting, cash flow management, bill paying)
- Ongoing annual tax preparation
Discreet, short-term financial solutions for affluent individuals seeking divorce, designed to permit clients to regain financial control of their lives and prepare for tomorrow.
- Acquisition of legal representation
- Procurement of expert services
- Protection of credit
- Maintenance of lifestyle
Investment strategies to meet your specific income objectives.
- Income focused solutions
- Matching liquidity needs with investment maturities
- Unique asset acquisitions to enhance yields
For affluent individuals, each one of these situations possesses its own unique set of challenges...and possibilities.
That’s why Freedom Advisors was created, to help you make the most of your life and your wealth, whatever the circumstances may be. We’re experts in helping you evaluate and manage change, whether it’s anticipated or unexpected.
Freedom Advisors can help you adapt and thrive through transitions, because everything we do is designed to minimize your uncertainty and maximize your prosperity.
Our family of companies offers guidance and solutions to help you plan for the future, enabling you to make the most of your situation and your financial resources.
This unique combination of thoughtful advice, expertise, experience, strategies and personalized service simply can’t be found anywhere else.