POWELL FINANCIAL PARTNERS

CONNECT

Address:

4749 WILLIAMS DRIVE, SUITE 323
GEORGETOWN, TX 78633

Phone:

512.249.6780

Wealth Management

Wealth Management Overview (click to launch video)

There are times to take advantage of the market environment and times when the priority should be to protect capital. This can be difficult unless one takes into account investor behaviors and emotions and how it can impact their investment performance. This is why we think an evolved approach to investing is needed. Utilizing world class money managers, we provide clients with personalized lifetime income planning to help them work towards reaching their investment and legacy goals.

$1,000,000 in Investable Assets

  • Strategic planning for wealth conservation
  • Charitable gifting strategies
  • Trust creation and asset integration
  • Tax-optimized investing and giving
  • Executive compensation planning for:
    • Deferred compensation
    • Stock options
    • Concentrated portfolios
  • Business financial planning
  • Annual financial plan updates
  • Holistic financial plan
  • Business balance sheet review and analysis
  • Retirement needs analysis 
  • Income distribution strategies
  • Education funding
  • Tax planning strategies
  • Comprehensive insurance planning
  • Estate planning services
  • Consolidated online account access
  • Secure e-document organizer 
  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting

$500,000 in Investable Assets

  • Holistic financial plan
  • Business balance sheet review and analysis
  • Retirement needs analysis 
  • Income distribution strategies
  • Education funding
  • Tax planning strategies
  • Comprehensive insurance planning
  • Estate planning services
  • Consolidated online account access
  • Secure e-document organizer 
  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting

Additional Services*

  • Financial plan updates

$250,000 in Investable Assets

  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting

Additional Services*

  • Financial plan development
  • Financial plan updates