Case Study #1

After actively investing his own money for 40 years, our client was looking to build a relationship with someone who could manage his money with an investment strategy that achieved his goals. At 70 years old and married with 2 adult children, our client wanted to focus on enjoying his life and finding ways to effectively pass wealth to his children and grandchildren. We were happy to help.

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Case Study #2

This hardworking duo needed assistance going through their company’s finances from a team of accounting, legal, and financial planning experts. We evaluated their investment, business, and financial strategy and provided professional advice on how to improve it.

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Case Study #3

Four hardworking business partners needed evaluations and solutions for insurance coverage, employee benefits, and other policies to create a better financial strategy. After going through our process, we were able to provide solutions by becoming the lead in house CFO for them. As they continue to work hard, we will continue to provide policy solutions in line with their business strategy.

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Case Study #4

Our client is a dentist who wished to pay off their debt, create a short term savings plan for a wedding and a house down payment, while building a long term savings plan for retirement. With no investment strategy in place, we were able to create an optimal plan so that they could continue working towards their goals without worrying about being covered.

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Wealth Management and Financial Planning:

At Serviss Wealth Management, we specialize in tailoring comprehensive financial strategies to your unique needs, covering insurance, investments, and business aspects. Our consultative approach ensures individualized solutions for risk management, tax planning, and estate planning. We take a client-centric approach, understanding your specific interests and goals, to provide the best financial services and products. Simplify your financial journey with us and achieve your ideal lifestyle.

Investment Management:

We connect investment and lifestyle design, offering no-obligation portfolio reviews. Our core philosophy is capital preservation followed by growth. We cater to high-net-worth clients and act as financial partners, providing expertise in various ways.

Private Client Investment Counseling: Customized portfolios for unique goals. Discretionary management for portfolios over $1 million. Explore exciting financial options with us.

Insurance: Protecting Your Future:

Discover the benefits of life insurance tailored to your unique needs. Whether it’s securing your mortgage, safeguarding your loved ones, or protecting your business, we’ve got you covered. Explore term insurance for short-term needs or permanent insurance for lifelong protection.

Term Life Insurance:

  • Ideal for temporary needs like mortgages or business partnerships.
  • Rates increase significantly with age, and coverage expires after a set term.

Permanent Life Insurance:

  • Offers both insurance and investment components.
  • Higher cost but coverage lasts a lifetime.
  • Various investment options available.
  • Beneficiaries receive both the death benefit and investment portion.

Family Consideration:

  • Young families maintain lifestyle and income protection.
  • Older couples transfer wealth or leave a legacy.
  • Some choose both permanent and term policies to meet diverse needs.

Business Insurance:

  • Vital for business owners to prevent financial disruption.
  • Key person coverage keeps business operations steady.
  • Used in buy/sell agreements to protect shareholders.

Determining Your Coverage:

  • The right coverage depends on your business structure, future expenses, and expected income.
  • For a personalized consultation, call Serviss Wealth Management at 778.484.1435

Business Consulting Expertise:

We specialize in helping dynamic companies optimize initiatives, overcome growth barriers, and protect value. Our services include risk management, identifying opportunities, improving performance, leveraging technology, executing growth strategies, aiding business owners with earnings trapped in Holding Companies, building financial models, and assessing business viability for property purchase.

Tax Planning:

Our team focuses on reducing taxes for clients, collaborating with expert advisors in accounting and law. Services include equalizing estates in blended families, eliminating estate tax and probate, coordinating income between operating and holding companies, offering tax advice for real estate holdings, partnership tax and legalities, and addressing family issues and business strategies.

Succession Planning:

Planning transitions for businesses to family, third parties, or management. We assist in minimizing closing costs and maximizing sale proceeds. Considerations include timing transfers to minimize tax, choosing the right successor, deciding on your role post-succession, and exploring the benefits of family trusts or holding companies.

Develop a Post-Retirement Plan: Explore post-retirement activities and analyze business details objectively to determine the best time to sell your business. Ask essential questions to ensure your readiness for retirement, considering factors like passion, motivation, and interests.

Why Sell? Reflect on your motivation for selling, considering factors like your passion, motivation, energy level, and changing interests to determine if it’s the right time for you.

Estate Planning: Secure Your Family’s Future:

Dustin Serviss, a Chartered Life Underwriter with over a decade of experience, simplifies estate planning to ensure your family’s financial well-being.

Facing Reality: Acknowledging mortality is challenging, but essential. Estate planning isn’t just for the wealthy; it safeguards assets of all sizes, protecting your loved ones from complications and excessive taxes.

Key Topics:

  1. Your Will: Ensure assets go where you prefer.
  2. Estate Plan: Ease the process for your loved ones and minimize taxes.
  3. Minimizing Estate Taxes: Explore options to preserve wealth.
  4. Trusts: Enjoy benefits like reduced capital gains and tax deferral. Discuss with Serviss Wealth Management today.”