Investment Services: Types of Accounts and What’s in Portfolios
- IRA accounts
- 401(k) accounts
- 403(b) accounts
- 457(b) accounts
- Brokerage Accounts
- Common Stock
- Exchange Traded Funds
- Index Funds
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Regardless of where you stand, the biggest question at the end of the day is do I have enough money.
Money for retirement. For a second home. For travel. To help the grandkids with college. For a new car in retirement.
That’s where holistic investment planning comes in. There’s no single solution that best meets the needs of every scenario. Smart investment planning is all about you: your needs, goals, risk tolerance, and timeline. And those inputs can change over time.
The key is finding the right team of advisors to guide you on that journey. Careful considerations of where you are, where you’re going, and how to get you there involve a complete picture of your entire financial wellness, not just asset allocations in an account.
Adams Brown Wealth Consultants can tap into the in-house expertise of Adams Brown, a Top 150 Public Accounting Firm. Through this collaboration, you gain insight into the whole picture of your investment strategy, not just one piece of it.
- Capital Gains Taxes
- Cap Loss Harvesting
- Cash Flow Analysis
- Charitable Giving
- Generation-Skipping Transfer Tax
- Tax Impact Analysis
- Taxable and Tax-Free Investments
- Wash Sale Rules
Investment Services for Organizations
Adams Brown Wealth Consultants also works with corporations, municipalities, endowments, and foundations on holistic investment planning. We apply the same personalized, proactive guidance to entity-level investment planning as we do individuals and families.
Usually in these scenarios, we collaborate with Adams Brown, a Top 150 public accounting firm, on other pieces of the organization, like accounting or tax planning. Combining investment planning into the service relationship provides a streamlined, efficient way to manage money and assets.