Bespoke Services
The New Standard in Personalized Wealth Management
Investment Bespoke Service
- Review of your investments and design of a highly customized portfolio appropriate to your needs
- Utilization of passive investments when appropriate for cost reduction
- Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
- Quarterly Statements and consolidated asset reporting
- Consultative and collaborative advice
- Behavioral investment counseling to maintain a long-term perspective
- Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
Tax Reduction Planning
- Comprehensive review of your tax return to highlight opportunities for leveraging tax reduction strategies
- Annual review of your tax situation and planning to incorporate any new tax law changes
- Complimentary consultation with your tax preparer
- Recommendations of tax solutions including tax advantaged investments
- Up-to-date information on new tax laws that could affect your situation
- Complimentary consultation with our knowledgeable team (including a C.P.A.)
Retirement Income & Distribution Planning
- Analysis of your current and future income needs
- Continual development and implementation of both growth and tax recommendations to fund your income needs, while also taking into account a legacy strategy
- Development and implementation of a sophisticated spending plan to help maintain a comfortable standard of living
- Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
- Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA
Family Wealth Planning
- Analysis of your current estate plan and concerns
- Complimentary consultation with your attorney
- Assistance in transferring assets to your Living Trust or other trusts
- Guidance on the appropriate and necessary steps in the event of the death of a loved one
- Complimentary consultation with our expert team (including an attorney)
Client Services & Communications
- Quarterly economic report to keep you apprised of the most current planning options
- Quarterly, semi-annual or annual reviews
- Special reports on how to help reduce your taxes and other important topics
- Special Bespoke Services Events, including Elite Introduction events (where you may bring up to 2 guests)
- Special client events to say “Thank You” for being a part of the Questmont family
- Regular access to Questmont’s ongoing charitable and community functions
*This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary.