With the uncertainty surrounding the COVID-19 virus, we wanted to let you know we are fully operational. Our team is currently operating within the guidelines of our business continuity plan, and some employees are working remotely when necessary. We remain available to assist you with any of your financial needs.

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Wealth Management

Wealth Management

Preserving Personal Wealth

Prudent wealth management can help give you peace of mind.  You’ve worked hard to provide a quality of life for your family and should not have to worry about how finances will affect your personal goals. Protecting your wealth and minimizing taxation to continue this lifestyle does not happen accidentally, however.  At Fountainhead Wealth, we specialize in providing wealth management services to high net worth individuals and families in Sacramento.

Our team is skilled in many aspects of financial management for you and your estate, with proven success in helping clients meet their personal goals for retirement and passing on assets.

Wealth Management Services in Sacramento

This service includes some of the most valuable consulting we provide as financial professionals. As opposed to one particular service, wealth management is a personalized combination of services to meet your financial goals. These typically include:

  • Risk Management
  • Investment Planning
  • Retirement Planning
  • Cash Flow Planning
  • Estate Planning
  • Insurance Analysis
  • Tax Planning

Don’t take chances with your assets. Whether you are unsure which investment avenues will create best returns or where to place funds for financial protection and limited tax liability, we can help. This also extends to selecting the right medical and insurance coverage to ensure your family’s well-being.  Your wealth should be properly positioned and distributed for preservation and potential growth.

By building relationships with our clients, we come to understand their needs and create a plan for success. We know that wealth management goes beyond money; it’s about securing a legacy for your family and protecting their comfort. Our Sacramento financial planners and tax accountants understand these values and are committed to supporting them.

Comprehensive Wealth Management Approach

Our wealth management solutions are data-driven; we don’t get caught up in trends or fly-by-night stock tips. Instead, we work with the data and numbers to support the most predictable financial plan possible. We take a trusted approach to wealth management that is backed by our financial experience. Through your time with our firm, you work with our trusted team members and are not shuffled around to junior staffers or less seasoned employees.

Your goals are our goals, whether that means saving more for retirement or having resources on hand to spend freely or use in the event of an emergency.  Let our team help you actualize what you have in mind for your family’s future.

Contact Fountainhead Wealth today for more information on retirement planning, investment planning, and wealth management in Sacramento.

Investments that Make Sense

At Fountainhead Wealth, our team works with people of different income levels and at various stages of life to meet specified investment goals. We provide statistical analysis, conduct research, and track trends to help manage long-term tangible and intangible assets. Proficient investment management can make the difference between a mediocre or stellar performance of your portfolio.

Custom Investment Services

The first step in helping you plan investments is to understand your personal goals. We take the time to get to know you, your investment experience and your retirement objectives. Understanding your risk tolerance and evaluating your financial goals is the foundation for creating a customized investment plan.

We are not obligated to use specific investment opportunities, so we want your portfolio to reflect your needs and ambitions. Our team will advise you on best practices based on your interests by educating you to make informed decisions when selecting avenues to grow your wealth.

A Professional Advisor

Although we cannot guarantee results, we can explore various opportunities to keep your investments diversified for your protection. If you follow the stock market, you understand that what works today may not tomorrow, so keeping current on trends and options is a key element of our advisory service.

We offer professional guidance to spread your assets across a balanced investment portfolio. Through varying risk opportunities, we target your money between slow, medium, and fast-paced growth opportunities, all customized to your unique plan. We share our knowledge and experiences and help educate you on the benefits of each opportunity.

Estate Planning Services

When it comes to preserving your wealth, having the support of a CERTIFIED FINANCIAL PLANNER™ professional is essential. At Fountainhead Wealth, our financial planners have the knowledge and practical experience necessary to ensure that your family doesn’t lose out to excessive tax and probate.

We work with clients to determine the best strategies for their personal finances. Fountainhead Wealth performs the necessary analysis to ensure your estate plan remains viable through a number of different circumstances. To schedule your initial Sacramento estate planning consultation, contact us today.

Establishing Legal and Accounting Support

In addition to establishing effective plans for individuals’ estates, we put clients in contact with legal professionals when necessary. We are in contact with a number of attorneys, and work with them to establish an effective estate plan. Should clients already have representation, we determine what form of trust will best benefit their personal finances, and whether investment is the right choice.

Testing Your Trust and Estate against the Future

The plan developed for your finances is tested against a number of possible life events. We look at the likelihood of declining market values, major health issues, and increasing tax rates to ensure that you are able to respond properly when these occur.

We use top-of-the-line modeling software to determine the best plan for your estate, and how to handle your personal finances. Once your trust has been established, we work to ensure that it is not absorbed by taxes and that it is applied in a way where your estate is largely preserved.

Maintaining Your Finances

At the time that the trust has been disbursed to beneficiaries, Fountainhead Wealth maintains continued support to ensure that your assets are properly managed and invested. We provide ongoing accounting and financial planning assistance, making it possible for your wealth to adequately provide for your family during your retirement or in your absence.

If you or a member of your family is hospitalized or requires hospice care, a well-structured estate plan also ensures that you will be able to maintain their affairs without straining other resources. Our estate planning services preserve financial stability, regardless of what life presents you. When it becomes necessary, we are even able to restructure your estate to meet your current financial needs.