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Wealth Strategy

Our wealth strategy services are designed to provide a holistic and proactive approach to preserving your life’s achievements, safeguarding your legacy, and supporting your philanthropic endeavors.

Our wealth strategists will work with you to review your financial goals and discuss specific planning ideas and action items for implementation. We can also introduce you to subject matter experts in areas such as income tax, insurance, trusts, estate planning, philanthropy, and executive compensation.

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Wealth Advisory

Working with you to review your goals and the steps it takes to reach them.

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Estate Planning

Every client should have an estate plan, which plays an important role during life and at death. We’ll educate you on the essential documents, why you need them, and work with your attorney to implement them.

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Insurance Advisory

From life insurance to liability insurance, we can evaluate what role it should play in your wealth plan.

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Tax Planning

We’ll evaluate strategies for the income you earn, as well as seek to ensure assets pass tax efficiently to the next generation. You’ll also need a quality accountant to prepare your federal and state tax returns. We’re happy to coordinate an introduction, if needed.

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We provide guidance on the establishment of charitable trusts, foundations, and donor advised funds, as well as tax-efficient giving strategies that can maximize the impact of your contributions.

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Wealth Transfer

We work with you and your family to ensure that a sound strategy is in place for transferring and preserving wealth over generations.

Rockefeller Capital Management Office

We’re inspired that you’re here.

We can connect you with the experts that can help guide you toward achieving your unique goals.

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Investing involves risk, including risk of loss. Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be.  Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.