Wealth Planning

Say goodbye to fragmented advice.

Building on your wealth and securing it for the future requires an integrated plan, with all parts working in tandem. Tell us how you want to retire, how you want your business to continue and what kind of impact you want to make — we'll help tie it all together.

Surround yourself with expertise.

More than financial advisors, our Wealth Planners are former estate planning attorneys who understand the implications of financial decisions, big and small. As a client, your wealth plan is backed by decades of financial, legal and tax expertise.

We see things others might not.

Our planning process includes coordinating with your outside advisors so no stone is left unturned. By understanding your complete financial picture, we can uncover opportunities and solve challenges that a typical banker cannot.

A plan as dynamic as your life.

Your needs, wants and wishes are continuously evolving — so should your wealth plan. We will continuously monitor and adapt your strategy, working with you and your outside advisors to maintain a coordinated approach toward your goals.

Align your financial life.

Whether your accounts are held at City National or another institution, we'll evaluate every area of your wealth, ensuring it's all working together.

Retirement

Find out where you stand today, whether you're on track to reach your long-term retirement goals, and what you need to do to get there.

Investments

Assess your current asset allocations, optimize your portfolio and mitigate risk, and grow your assets with tax-sensitive strategies.

Life Insurance

Evaluate your policies to see how life insurance can provide financial security for dependents, provide liquidity for major debt obligations and help offset estate taxes.

Business Succession

Maximize the wealth that's tied up in your business, and secure the future for you and your company.

Estate Planning

Create a well-informed plan so you can maximize your legacy and protect what you've worked so hard to build.

Philanthropy

Define charitable goals and analyze alternative giving programs and structures.

Connect with us.

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