Preserving Wealth

Now that you have reached a level of financial security, your focus can shift to using your wealth to realize your dreams or leave a legacy. No matter what your ultimate aspirations are, a well-thought-out plan is critical to ensure the wealth you have worked so hard to accumulate will be there when you need it.

Reducing risk, creating tax-efficient strategies and managing retirement income require a coordinated approach. We work in concert with your other advisers to understand and assess your total financial picture, ensuring your investment portfolio stays aligned with your objectives. Our goal is to make the transition from accumulating wealth to preserving it as smooth as possible, allowing you to focus your time and attention on what is most important to you.

Our Service Model

Your relationship manager will spend time getting to know you, and your family, working to assess both your current and future needs. At MCA we feel strongly that planning should be an ongoing process, not a one-time event. Leveraging our expertise, and collaborating with your other professional advisers, we will establish a plan that can be used as a platform for future decisions. We work with you to create reports that are meaningful and relevant to our ongoing conversation.

 Available reporting includes:

  • Family Net Worth Statement
  • Cash Flow Analysis
  • Trend Analysis
  • Portfolio Sensitivity Analysis
  • Accounting for Unmarketable Assets