Private Wealth Management Services

Private Wealth Management Services

Abbey Street Professionals provide a comprehensive range of financial services. We combine our industry expertise with a white glove client experience.

Our areas of expertise include the following

Investment Management
Comprehensive Planning
Cash Flow Management
Retirement Income
Trust & Estate Planning
Tax Guidance
Risk Planning

Our professional experience allows us to act as your trusted advisor in a much wider spectrum than your traditional broker dealer relationship.

 

Investment Management

Asset Management is the cornerstone of our expertise. We believe in a disciplined institutional focus on asset selection and continued investment due diligence.

Our process begins with a concentrated focus on asset allocation for each client. A proper asset allocation is the foundation in creating a portfolio’s diversity. We implement diverse allocation models in a variety of risk tolerances fit to each client’s specific needs. These portfolios hold a wide range of asset classes to properly diversify a client’s holdings. Once implemented, we continue evaluate assets on both a quantitative and qualitative level. This process allows us to impartially assess assets held in a client’s portfolio.Our portfolios are constructed with a mix of passive (ETFs), active

(Mutual Funds), and strategic managers. Our belief is that markets are extremely efficient in some areas and employing passive ETFs in these areas provide market participating in an effective fashion. Active management is reserved for areas of the portfolio and market where we deem extra return can be found.

Comprehensive Planning

Comprehensive Planning allows us to provide an all-inclusive look into our clients lives. Our approach is to model out all options at a client’s discretion visually to help them see how certain choices effect their future positively or negatively. In doing so, we are able to empower clients to several options at their disposal to help achieve their goals.

This method begins with an open conversation where clients define their priorities, and goals. Once a path is established we focus on cash flow projections, tax implications, efficient use of qualified and nonqualified accounts, and potential roadblocks to success. Our WealthView technology allows us to have an interactive dialogue where we can examine multiple options in real time.

Cash Flow Management

Cash flow management is at the core of comprehensive planning. Without an understanding of clients spending patterns, it is very difficult to accurately provide guidance to a client’s current or retirement needs. Once lead through our WealthView technology we are able to help clients understand and identify these patterns, and then model out possible outcomes.

Retirement Income

Retirement accounts offer an opportunity to be very tax efficient in a client’s retirement years. These retirement accounts coupled with Deferred Compensation, Gifting, Social Security, and Medicare often create confusion in how best to distribute income to maximize distinctive aspects associated with each of these programs. Our process is to examine all of these accounts and programs within our WealthView software to efficiently distribute income and minimize taxation to our clients.

Trust & Estate Planning

Proper estate planning is often overlooked in a financial relationship. Without suitable legal documents, assets will be involved in probate and possibly face tax ramifications.

We aim to assure your estate plan is established and continually discussed as your life, and the legal landscape evolves. A thorough discussion of your plan will allow you to be cost effective with your attorney’s time, and your dollars. Our estate planning discussion will incorporate investment management strategies, account titling, gifting strategies, and insurance options.

Tax Guidance

The union between investments and taxes are extremely intricate. These intricacies range from capital gains management, retirement account guidance, gifting, estate planning, and insurance options. Our belief is that in order to best serve our clients we have to be proactive to exhaust all available tax efficiencies available to clients.

Risk Planning

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Insurance is often a misunderstood facet to a comprehensive financial plan. Our goal is to inform clients of their income replacement needs and possible estate tax liabilities. It is our belief that providing the most cost-effective solutions is vital to being a steward to our client’s financial lives.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. Please read the prospectus carefully before investing. ETFs do not sell individual shares directly to investors and only issue their shares in large blocks Exchange-traded funds are subject to risks similar to those of stocks. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost.

Asset allocation and diversification do not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.

All investments are subject to market and other risk factors, which could result in loss of principal. Fixed income securities carry interest rate risk. As interest rates rise, bond prices usually fall, and vice versa.