Your Solution
Our process begins with an in-depth analysis of your current financial circumstances, and we work with you to develop a comprehensive wealth management solution that will help achieve your unique goals. Our wealth managers design, implement, monitor and evaluate the program and make adjustments as your life and investment objectives evolve over time. The investment strategies we implement are customized, well diversified and risk managed.
Retirement Planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
Tax Planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
Insurance planning
Protect the lifestyle you’ve worked hard to achieve with the right insurance solutions. After a thorough insurance needs analysis, we will recommend a solution tailored to your needs.
Mortgages and cashflow planning
We help you implement personalized solutions that are designed to simplify your life and capitalize on opportunities quickly, which includes having the right mortgage available to you for when you need it. Our cash management strategies will help minimize tax obligations, while maintaining your long-term financial plan. We will analyze your cash flows, assets and liabilities, and recommend credit and savings solutions tailored to your financial plan.
Estate and legacy planning
We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving.
Charitable giving
Enhance the impact of your charitable giving to the causes you and your family care about through a carefully constructed, tax-efficient giving plan. We help you integrate charitable giving as an important strategic component of your overall financial plan and explore timing strategies to ensure you are giving in the most effective way.
Investment planning*
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm and that is why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
"I was fortunate to have Llewellyn & Associates as my financial consultants during a pivotal time in my life. They provided insightful advice that helped me make informed decisions regarding my investments and savings. The clarity and confidence I gained from our sessions were invaluable. They are not just knowledgeable; they genuinely care about their clients’ success. I can’t recommend them enough"
-Anonymous