There's more
out there than
buy, hold and hope.
We protect, grow and transfer wealth for individuals, families and their institutions. Welcome to Full Suite Wealth, a holistic service offering where customers can receive a full spectrum of planning all in one place.
There's more
out there than
buy, hold and hope.
There's more out there than
buy, hold and hope.
We protect, grow and transfer wealth for individuals, families and their institutions. Welcome to Full Suite Wealth, a holistic service offering where customers can receive a full spectrum of planning all in one place.
About Us
We Protect and Make Money for Clients in Good and Bad Markets
The days of the financial advisor who encourages you to buy, hold and hope is over. From wealth accumulation and preservation, estate planning, risk management, and tax efficient wealth transfers, we focus on your goals with one voice from a variety of experts to provide you the holistic planning you need in one source, Full Suite Wealth.
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Read Our Story...
Since 1997, our team has worked with many clients in all areas of financial services. Through the years, we worked with clients from billionaire oil families, business owners and C-suite executives, to families and individuals wanting more. Our story begins in 2017, when a member on the board of directors of a banking organization, who our founder worked alongside, walked into our offices and wanted more.
Our client had an attorney, tax accountant, insurance advisor, financial advisor and trustee. Each professional provided the client with a different opinion on what would be best for his family. Each of the advisors, all “experts” in their field, could not agree and speak with one voice regarding what was best for the client. Thus, the idea of Full Suite Wealth.
Full Suite Wealth was founded by an attorney and Certified Financial Planner® with a background of working with families who had become very successful. With our clients’ sole interests in mind, we designed Full Suite Wealth to provide one “expert” voice for our clients. We aim to meet the full suite of our client’s needs by bringing Wall St. to Main St. We incorporate estate planning, wealth transfer and insurance to protect, preserve and pass on our clients’ wishes. Our use of options and algorithmic trading of securities provides our clients with greater success in the publicly traded markets. We use our process to broaden investment opportunities in other areas such as real estate, private equity and alternatives.
Our Approach
Don’t Get Confused by Multiple Experts With Differing Opinions
At Full Suite Wealth, we offer a singular source for legal and financial advice to improve the balance sheet. By engaging with our professional network, we arrive at an approach calibrated to your holistic planning.
Discuss, Engage and Improve Your Existing Plans.
We will review your existing financial plan and assets. We readjust your current plan and consider options that will ultimately lead you toward a mathematically better financial future.
Tell us again
“I didn't know you could do that.“
Wouldn’t you like to make money when the market goes up and down?
Redefine what you’re told about Diversifying.
Protect and Grow Your Wealth Forever and Beyond
A Full Suite of Service
Discover a World of
Opportunities in Planning.
Whatever your goals, we'll help you craft a plan tailored to your needs.
Discover a World
of
Opportunities in Planning.
Whatever your goals, we'll help you craft a plan tailored to your needs.
Trust Services
We can provide a fiduciary arrangement through which the trustee manages assets for the benefit of our clients. A trust is commonly used to transfer wealth to heirs or to favored charitable organizations.
Financial Planning
There is aptitude in planning. Experience builds better strategy, a strategy that makes sense now, not later.
Legal Services
We will provide legal services to you and your family that you need to accomplish your retirement, wealth transfer and business goals.
Wealth Management
Wealth is created through concentration and preserved through diversification.
The Full Suite Offering
Any or all services will be available in one place. Whether it's managing your money, putting a financial plan together or legal and insurance services, we will get you started and connect experts in many fields to have one voice for the client.
Investment Strategies
We make money in good and bad markets. We use diversified strategies as well as diversified investments.
The buy, hold, hope mentality leaves you beholden to the market. Alternatively we use actual mathematics and algorithmic trading decisions to generate income and preserve your wealth.
- Options, Income & Hedging
- Algorithmic Trading Decisions
- Real Estate
Retirement Planning
Wealth is built through concentration and preserved through diversification.
Retirement is more. We make life "work optional."
Have you ever used a Retirement Calculator that said, "You have enough!" Probably not.
Why is that?
Ask us.
Wealth Transfer
A variety of strategies are at hand to bring your legacy to its full potential.
- Gifting Strategies
- Tax Reduction
- Annual Ongoing Techniques for Tax Free Wealth Transfers
We bring Wall Street techniques to Main Street investors. Full Suite Wealth offers holistic wealth strategies for the select client. We logically simplify complexities for wealth protection and growth, in order to definitively ensure the longevity of your wealth opportunities.
Wealth Management
Wealth is built through concentration and preserved through diversification.
Estate Planning
Detail description of service and your approach. Expand on differentatiors and resources. Prep knowledge for prospective client to set expectations.
- Subsection 1
- Details or bestowed knowledge considerations.
- Ex - Trading with Options, Option-minded
Wealth Transfer Strategies
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Business Succession Planning
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Estate Planning
Your entire complex estate plan done in two weeks.
- You Control Your Assets
- Protect from Liabilities
- Tax Avoidance
Wealth Transfer Strategies
At a minimum, you should consider this estate planning option.
- Gifting Strategies
- Charitable Gifting
- GRATs, GRUTs and other gifting options
Business Succession Planning
Succession Planning is the single most neglected aspect of business ownership.
Don’t make the same mistake other owners do, get started today!
Other
Contact us first for additional legal needs. Our team will connect you with an expert in the field.
Complex Estate Plan done in two weeks.
We partner with law firms to give you the Full Suite of Legal Services.
Legal Services
Estate Planning is Hard but Necessary. We make it Quick and Painless.
Cash Flow Planning
Use your assets to supplement income when you work and after you retire.
- Find excess cash in your planning
- Use current assets to generate cash flow
- Use excess cash to generate cash
Find out how.
Work Optional Strategies
In financial planning, we can generate income from sources more so than what your current financial advisor is telling you.
Our strategies will help your decision to go Work Optional.
Maximize Your Why!
You want to maximize your retirement savings.
But why?
Maybe you want to increase your net worth and be filthy rich. Or perhaps it’s to provide for your family. Or to give to the charities you believe in.
Maybe all of the above.
What is your Why for planning?
From the moment you sit down with us, the focus is on you.
We’ll take a detailed view of your situation so we can build a tailor-made investment plan just for you. And we’ll also work with you every step of the way, so you’re never left in the dark.
Financial Planning
You Need Far Less to Retire than Your Current Financial Advisor is Telling You
Life and Disability
Peace of mind for when the worst happens.
We will advise and connect you to an expert in the following insurance specialties:
- Term Insurance
- Estate Planning with Life Insurance
- Long Term and Short Term Disability
Property and Casualty Reviews
We help clients make sense of their Property and Casualty issues.
- Premium Reviews
- Appropriate Coverage
- Umbrella Insurance
- Peace of Mind in Case the Worst Happens
Never confuse insurance for investments.
We will direct you to an expert in the field of insurance.
Insurance
Coverage you can trust. Costs you can afford.
Directed Trustee
We protect. You control.
- Asset protection Trusts
- Foreign Grantor Trusts
- Family Friendly Administration
Discretionary Trustee
Protect your assets from all creditors.
- Dynasty Trusts
- Asset Protection Trusts
- Special Needs Trusts
- Irrevocable Trusts
Trustee Services
Ensure your trust is administered correctly so you may provide for loved ones after you're gone.
- Full Trustee Services
- Administrative Trustee Services
The zeitgeist of creditor protection.
Working for you now and beyond.
Trust Services
We Own. You Control.
Let's get started.
Contact Us
Take control of your financial Future.
Start the conversation by listing your pertinent needs.
Thank you for contacting us.
We will get back to you as soon as possible.
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Services
Contact
info@fullsuitewealth.com
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