Wealth management strategies can help you plan for current and future financial needs that best fit your situation and align with your financial goals. At Kernutt Stokes, our team offers:
- Evaluation of your existing investment strategies
- Cash flow planning for retirement or other needs
- Identification of your needs and goals through the financial planning process
- Development, implementation, and on-going review of investment strategies
The added ability of our firm to help you address a variety of circumstances makes us an important advisor when you most need it. We are here when you need us:
- Individuals planning for retirement
- Recipients of family wealth
- Those considering the sale of a family business or practice
- Those unable to commit the necessary amount of time to prudently manage wealth
- Professionals accumulating significant sums in retirement plans or other savings vehicles
Our process is seamless and provides a comprehensive approach. We encourage you to meet face-to-face quarterly with both your Kernutt Stokes Partner and your investment advisor.
In addition to our wealth management strategies and services, we have formed a strategic alliance with Freestone Capital Management. Freestone Capital is a well-established investment adviser and asset management firm that provides sophisticated investment solutions for families and institutions. Our affiliation with Freestone Capital helps us create a more customized approach, allowing us to better manage your wealth.
For more information about our services, contact the Kernutt Stokes team at 541.687.1170 or firstname.lastname@example.org.