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.

Tell Me More About Questmont