My Services

As part of putting together your integrated wealth plan, we coordinate many different strategies to help address your needs.

Integrated wealth planning

Comprehensive approach

Coordination with other advisors

Investment Management

Wealth preservation, value driven approach

Customized portfolios

Retirement Planning

Building wealth

Retirement income strategies

Liability Management

Management of concentrated positions

Protection from long term health care costs, death of a spouse, disability

Wealth Transfer Planning

Establishing a legacy plan

Wills and trusts

Estate Planning Strategies 

Wills, trusts and essential estate planning strategies

Preserve your estate for intended heirs

Establish beneficiary designations

Tax Planning Strategies

Tax efficient investment strategies

Income distribution strategies

Charitable Gifting

Impact investing strategies

Charitable gifting strategies

Education Funding Strategies

Estimate the funds needed

Identify the best approach to help save

Personalized attention, coordination with other professionals and comprehensive solutions designed to address your wealth management needs.

Paradise Wealth Management and LPL Financial do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.