Wealth Management

Austerra’s Wealth Management Service is our most complete personalized offering, combining comprehensive financial planning with investment management to provide clients with a central resource to depend on for all of their financial affairs.

What Clients Can Expect

Our Wealth Management clients receive not only a clear and accurate report of their current financial situation, but also a series of recommendations for improvement, a step-by-step plan for how to achieve their financial objectives, complete plan implementation assistance, and ongoing monitoring to be sure that they stay the course.

Austerra’s Wealth Management clients sleep well at night knowing that virtually every aspect of their financial lives has been addressed in a manner that is consistent with their financial objectives.

Common Wealth Management needs include:

  • Investment Management
  • Alternative Investments
  • Retirement Planning
  • Education Planning
  • Asset Protection / Insurance Analysis
  • Estate Planning – Wills, Trusts & Powers of Attorney
  • Family Partnerships & Limited Liability Companies
  • Cash Flow Statement Preparation & Analysis
  • Net Worth Statement Preparation & Analysis
  • Tax Reduction Planning
  • Mortgage / Other Debt Analysis, Refinancing & Restructuring
  • Corporate Retirement Plan Analysis, Design & Management
  • Corporate Benefit Analysis & Design
  • Stock Options / Stock Purchase Plans
  • Concentrated Stock Positions
  • Executive Compensation Package Analysis
  • Social Security Analysis
  • Other Planning As Needed

While Austerra is a single resource for clients to call upon to address virtually any financial matter, we encourage a coordinated approach with our client’s other professional advisors (accountants, insurance agents, attorneys) in order to achieve the best possible result for our clients.