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Partner with an expert
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

  • Accumulation: how to target asset growth
  • Risk management: how to protect your assets
  • Taxation: how to minimize your tax burden
  • Business planning: how to grow and manage your business
  • Retirement planning: how to target distribution of your assets in a tax-advantaged way
  • Estate planning: how to preserve your assets

Together we create a comprehensive plan by exploring each module in detail.  We then determine which ones require our immediate attention and which ones are more long-term in nature. From our findings we assemble an implementation plan for your financial future.  Ultimately this process can simplify the complexities of your financial life and allow us to focus on managing your wealth in a systematic way for the long term.



©2017 Parke Avenue Investments . All rights reserved.
Securities, insurance and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Parke Avenue Investments is not affiliated with SagePoint Financials or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of WA, OR, ID, CA, MT, AZ, NV, OK, and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.