Here’s a peek at Investment services offered by Relevé:
Relevé Services
Client benefits include one-on-one concierge service with an experienced fiduciary – your best interests will always be the top priority.
Respecting that each client’s financial situation is unique, we work to help you develop a healthy relationship with money and maximize your wealth.
CASH FLOW MANAGEMENT
We teach you how to align your net income into specific categories so you can experience spending freedom today while achieving financial security for tomorrow.
INVESTMENT MANAGEMENT
We customize your investment portfolio to your individual needs every step of the way, from aligning your asset allocation to your personal risk appetite during portfolio construction all the way to ongoing rebalancing, tax-loss harvesting, and employer sponsored account recommendations.
RETIREMENT PLANNING
When you put the right plans in place today, you can enjoy the peace of mind that you are building an intentional framework to support your desired lifestyle in retirement.
TAX PLANNING
Implementing a proactive tax strategy with both income and investments, proper tax diversification and tax loss harvesting will maximize the dollars you get to keep.
TAX PREP & FILING
We can help you to simplify your tax payments by proactively coordinating, preparing and filing your returns.
EXECUTIVE COMP
Our team has deep knowledge in stock options, restricted stock awards, employee stock purchase plans and deferred compensation plans. Ongoing oversight and management of these accounts are crucial to proper risk mitigation and tax planning.
SPENDING PLAN
Create lifestyle freedom and spending control to never compare your wealth to others ever again!
SAVINGS PLAN
Maximize your wealth based on your personal goals. Together, we’ll design and implement proper savings alignment to help you avoid over or under saving for the future.
PROTECTION PLAN
Based on all areas of insurance planning, we help you to put the right plans in place to protect you and the people you love the most!
WEALTH TRANSFERS
Reviewing proper beneficiaries and discussions of how you want to leave your financial and non-financial legacies so there are no surprises.
BUSINESS PLANNING
Yes, we help Entrepreneurs too! Growth and profitability are both extremely important when running a financially successful small business. We advise strategies around how to minimize your tax liabilities and overall expenses so you can apply those savings for future business growth and income!
BEHAVIORAL FINANCIAL ADVICE
We help you to have healthy relationship with money to create certainty in your NOW and in your TOMORROW. Your life is a result of your DECISIONS! And with the right advice, you can LIVE WELLthy™.