Wealth Management | Reach Your Financial Objectives

Enjoy comprehensive advice from a responsive advisory team

Do you have Proactive Wealth Management?

A complex financial life requires a forward-looking roadmap rather than a reactive approach. We partner with professionals, executives, and affluent families to coordinate every moving part of their balance sheet. From optimizing corporate equity compensation—such as RSUs and executive stock options—to structuring major business transitions, we provide the continuous, strategic guidance needed to navigate big decisions with clarity.

Tax-Forward Wealth Strategies

High-net-worth families require advanced, multi-year tax planning to mitigate lifelong tax-drag. We design integrated strategies addressing high marginal income brackets, capital gains optimization, net investment income tax (NIIT), and Roth conversion sequencing. With deep collaboration with our in-house tax team, we ensure proactive asset location, tax-loss harvesting, and structural efficiency are embedded into your plan year-round, not just at tax time.

Retirement Feasibility & Purpose Planning

Transitioning out of a high-level corporate career or business ownership requires complex distribution engineering and psychological alignment. We build sophisticated retirement income models that solve for sequencing risk, cash flow synchronization, and executive benefits optimization. Beyond the math, we act as a strategic partner to help you navigate the non-financial transition, establishing an intentional blueprint for your next chapter.

Tax planning

Taxes shouldn’t just be a backward-looking conversation in April. At Counterweight, every wealth management decision we make is developed through a proactive, tax-forward lens. Backed by our integrated in-house tax solutions and a CPA, we build comprehensive tax-planning strategies directly into our investment management, distribution mapping, and retirement income sequencing. By evaluating multi-year tax brackets and lifetime liabilities today, we ensure your wealth remains an efficient vehicle for your family’s long-term goals.

Custom Investment Portfolio Architecture

Your investments should be uniquely tailored to your specific liquidity needs, time horizon, and long-term objectives. We manage and build our investment models entirely in-house, completely avoiding outsourced, cookie-cutter portfolios. This independent, fee-only approach gives us precise control over investment costs and allows us to embed strict tax-sensitivity directly into daily portfolio management.

Legacy & estate planning

Preserving your hard-earned wealth requires a thoughtful, multi-generational framework. We act as the central coordinator between you and your estate attorney to ensure your wills, trusts, and beneficiary designations are seamlessly aligned with your wealth plan. Our focus is on protecting your heirs from unnecessary administrative burdens and maximizing the tax-efficient transfer of your legacy to the people and causes you care about most.

Insurance & risk planning

Safeguarding significant wealth requires a proactive defense against hidden liabilities and systemic risks. We comprehensively review your existing asset protection strategies, corporate benefits, and liability insurance to ensure your balance sheet is fully insulated. As fee-only fiduciaries, we do not sell insurance products or earn commissions—allowing us to provide completely objective analysis focused solely on keeping your family protected.

Discovery

Determine if we’re a good fit with a casual conversation about your situation in relation to our expertise and approach.
Onboarding

As a new client, we’ll create a strong foundation through a customized wealth planning dashboard, data collection, and account transfer support.
Confidence & Clarity

We will meet as a team to review your values, goals, and vision to design a clear, customized plan aligning your wealth to your financial purpose.
Implementation

Guided by our experience, we pierce through financial inertia to put your plan into motion. Key attributes of this step include managing your assets and implementing agreed upon action items.
Monitor & Revisit

Throughout the year with fiduciary care, we’ll oversee your financial plan, probing for blind spots, identifying opportunities, and keeping you accountable and updated while celebrating milestones along the way.

Fee-Only. Fiduciary. Tax-Forward