Know What Your Options Are
As your net worth grows, so do your opportunities — and challenges.
At Peace of Mind Wealth Management, we understand the unique complexities that come with building and preserving significant wealth. Our specialized services are designed to help high- net-worth individuals, families, and business owners make confident, informed decisions at every turn.
Reducing exposure to income taxes, capital gains taxes, net investment income tax, or estate taxes.
Strategizing the sale or transfer of real estate, business interests, or highly appreciated stock holdings.
Bringing your financial, legacy, and tax-efficient planning together under one cohesive approach.
Narrowing options and streamlining complex financial choices.
Aligning with professionals you already trust — CPAs, attorneys, and more — to achieve your goals.
A Tailored Approach for High Net Worth Individuals
You’ve worked hard to build your wealth. Now let us help ensure it works just as hard for you.
We provide support in critical areas, including:
- Sales of Highly Appreciated Assets: Mitigate taxes and plan efficiently for the sale ofbusinesses, real estate, or stock.
- Business Succession Planning: Design a transition plan that secures the future of your
legacy. - Advanced Legacy Strategies: Protect and grow your wealth for generations to come.
- Planned and Charitable Giving: Create impactful giving strategies that align with your
values.
A Partnership Built Around You
At Peace of Mind Wealth Management, we’ve built a comprehensive, in-house team to simplify your financial journey. Our integrated group includes experts in tax strategy, estate planning, healthcare solutions, and charitable giving, providing the convenience and confidence of having everything under one roof. Many of our high-net-worth clients value this seamless approach, knowing they can rely on a trusted team working in unison to address their unique needs.
However, if you already have a CPA, estate attorney, or other professional advisors, we’re happy to collaborate with them. Our goal is to ensure all aspects of your financial, tax, and legacy strategies align perfectly, no matter who is part of your team. At Peace of Mind Wealth Management, your priorities drive our process, and we’re here to make every step as clear and effortless as possible.
Why Choose Us?
Our Peace of Mind Pathway™ provides clarity, simplicity, and confidence:
- Personalized Roadmap: A custom plan designed with your unique goals and values in mind.
- Proactive Adjustments: Biannual strategy reviews to adapt your plan to life changes or new opportunities.
- Comprehensive Care: From retirement income to estate planning, every detail is thoughtfully managed.
Let’s Talk
Great conversations start with great questions. Whether you’re seeking to optimize taxes, simplify decision-making, or create a lasting legacy, we’re here to help you chart your course with confidence.