At Decima Wealth Consulting, we understand successful financial planning starts by setting you up with the right strategies to achieve what you want in the future. We’ll look at your current situation, discuss your goals and risk tolerance, and put the right steps in place.
Your portfolio should always be aligned with your needs and goals. To ensure it is, we’ll work with you to outline your objectives, identify your risk preferences, and set the appropriate asset allocation and protection strategies.
Does your pay consist of equity compensation awards? With years of experience working with executives, Decima Wealth Consulting can help you evaluate your awards and make informed decisions with how to integrate them into your goals.
Insurance is key to protecting the assets in your plan. We can set you up with the right solutions for everything from individual and group life and health to property and casualty to long-term care evaluation.
Your wealth should pass to your heirs in the way you’d like it to, correctly and seamlessly. We’ll work with you on generational wealth planning and charitable and gifting strategies, as well as allocating assets among dependents, so that your wishes are followed.
It’s not how much you make, it’s how much you keep. We design plans to make sure the right investments are in the right account for tax optimization. Whether you are in the accumulation phase or in need of cash flow, we help you design a tax efficient plan catered to your unique filing situation.
Each person’s financial situation is unique. We recognize this and can adeptly help you navigate less common areas, such as tax planning, mortgage solutions, and second opinions.
