You're approaching critical financial decisions.
Are You Prepared?
Are You Confident?
Is Your Purpose Clear?
Are you prepared?
Financial decisions are often fragmented, lacking a cohesive plan.
There’s a better way. Imagine a scenario where:
- You see a complete financial roadmap of all your options so you can retire with excitement
- Your taxes, retirement, and estate planning are all coordinated, working towards the same end
- Your wealth advisor, CPA, and attorney are aligned
- Your financial blind spots are identified and addressed
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Are you confident?
Your current wealth manager may not be the best fit for your next chapter. Many financial advisors are focused primarily on wealth accumulation.
They are ill-equipped for comprehensive planning and may be unresponsive to your changing needs.
As you transition into retirement, your needs change. You need a partner who:
As you transition into retirement, your needs change. You need a partner who:
- Creates sustainable income from your wealth
- Proactively navigates the complexities of retirement planning and tax planning
- Is a Fee-Only Fiduciary who has your best interests at heart
- Provides comprehensive guidance throughout your journey
- Values responsiveness & communication
Is your purpose clear?
Without a clearly defined purpose, your wealth decisions can feel out of balance.
We are taught to accumulate wealth without a clear vision of its purpose. But this can lead to financial decision-making that is disconnected from your core values. You may have difficulty prioritizing what is important, or miss out on opportunities to make a meaningful impact.
With Counterweight as your partner, we help you center all your decisions around one core purpose:
With Counterweight as your partner, we help you center all your decisions around one core purpose:
- No decisions are made in isolation. All are driven by your core values & greater purpose.
- Feel more confident that you are making an impact & leaving the legacy you want to leave
- Transform your wealth from a number into a force for positive change
A full-suite of highly specialized wealth management services to support you in your unique journey
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Retirement Feasibility & Income Planning
Proactive Financial Planning
Tax Planning
Legacy & Estate Planning
Investment Management & Portfolio Construction
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Insurance & Risk Planning
"Nick and his team have a very responsive, relatable, and disciplined approach to financial planning. They always listen and understand our family's broader goals, using a collaborative approach to deliver the best results."
Graham A.
"Counterweight Private Wealth has been a trusted partner in my retirement and investment savings. Prior to forming Counterweight, Nick and Carrol had gained my confidence, and I am more than satisfied with their services. You won't be disappointed with them."
Jeffrey C.
"The team at Counterweight has been great to work with. Knowledgable, friendly, and they take extra time to make sure they are meeting our needs. Not a cookie-cutter service, but they know us, our desires, and have helped craft a plan to help us achieve our future goals. I highly recommend!"
Jeremy P.
"Throughout the last decade, during which I transitioned to retirement, the principals at Counterweight have been my trusted advisors. It is hard to explain exactly how important they have been to me and my family. In this current world of difficulty and mistrust, these folks are the ones you can count on."
Alan H.
"These are fine human beings whom you can trust! They communicate thoroughly and thoughtfully so you can understand their considered and informed view and pay attention to other important things in life because you know that committed, competent and trustworthy professionals are doing a better job for you than you could ever do for yourself!"
Martin A.
"I have had great service from Counterweight Private Wealth. They are very experienced and knowledgeable. Customer service is a priority for them. I have recommended them to others in the past and will continue to do so!"
Patricia F.
Disclosure: These testimonials were given by clients of Counterweight Private Wealth. No compensation was provided for these testimonials. There is no guarantee another individual’s experience will be representative of the individuals providing these testimonials and no guarantees of performance or success are offered.
