Your financial life is complicated- a variety of stock options, ESPP and a 401k plan at your current employer, concentrated stock positions and 401(k)’s from previous employers. Asset location, as well as asset allocation, has never been more important as you look to manage your tax liability as best you can.

We have seen this story many times before and can effectively help you navigate the complexities of your financial life so you can concentrate on the things that are most important to you: family, friends and business. Partner with High Bluff Private Wealth today.

“It’s not what you earn, it’s what you keep.” This quote couldn’t be more true these days with the highest combined tax rates in some states over 50%! At High Bluff Private Wealth, we help busy executives develop tax minimization strategies incorporating stock option planning, deferred compensation, other company sponsored benefits and charitable planning, thus preserving your hard earned wealth.  Speak with one of our wealth advisors and learn how we can potentially help you keep more of what you earn.

Do you care about climate change? How about human rights, equal pay, data security or transparency? Have you ever been asked, “Would you like to align your values with your investment portfolio?”

ESG stands for Environmental, Social and Governance. There is growing evidence that suggests that ESG factors, when integrated into investment analysis and portfolio construction, may offer investors potential long-term performance advantages. An April 2019 survey by InvestmentNews, revealed that only 21% of financial advisors were proactive in initiating ESG conversations. High Bluff Private Wealth is proud to be part of that minority. Let us help you align your values with your portfolio and invest responsibly.