Our Approach

Assess and Apply

After we conduct a thorough analysis of what you require, we will create suitable strategies to address each aspect of your financial life.

  • A well-designed tax strategy helps position your assets for maximum growth while keeping tax payments to a minimum.
  • A prudent investment plan helps safeguard and improves your wealth throughout the years.
  • A robust retirement plan can deliver the confidence to move on to the next stage of life.
  • A strong estate plan enhances the ability to pass wealth to loved ones and cherished causes.

Review and Reassess

Working together, we review recommendations to ensure alignment with your situation and priorities. In order to best serve you, we integrate your current holdings from other entities to provide a comprehensive, personalized portfolio. As market conditions change we will regularly asses your portfolio in the context of the overall plan and discuss ways to adjust investments accordingly. Over time your portfolio should evolve to reflect changes in your life. You deserve guidance that can adapt to major transitions. No matter what the future holds, we can help you keep your finances on solid ground.

Partner and Provide

It is natural for a well-conceived financial plan to involve partnering with a client’s valued experts. Park Avenue Capital Planning will work with your CPAs, attorneys and other professionals to provide you with a comprehensive wealth management strategy to support your goals. Through this collaboration, along with our own strategic professional relationships, we make sure our strategies rise tall and are built to last.

expertise jigsaw puzzle graphic
Financial Representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.