Sound guidance for Multigenerational Families

We help families address the many important financial matters they encounter, coordinating their needs of today with their goals of tomorrow. From funding college educations to protecting the family with insurance, the team at Woodforest Wealth Strategies will serve as your trusted financial partner as your family grows and evolves.

Most families first focus on growing and protecting assets, which includes planning for the unexpected. Although life insurance isn’t a topic that most people want to think about, it can help protect what you value most-your family. Should something happen to you, life insurance can provide your loved ones with the resources they need to maintain their lifestyle. You select the amount of coverage based on your family’s need to replace some or all of your paycheck, pay off a mortgage, cover funeral expenses and fund college.

If you need life insurance as part of your overall financial plan, click here to contact us and learn more about options to help protect your loved ones financially.. Our advisors all agree: the earlier you start preparing for the future, the better.

A common obstacle to building wealth is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of specific transactions can help you keep more of what you’ve earned.

Family wealth is often concentrated in a single stock received through inheritance or a successful career. This risk can be mitigated by strategies designed to hedge, monetize, diversify or transfer assets, while mitigating tax implications.

Many families are also highly interested in leaving a legacy for their children, grandchildren and community organizations they support. At Woodforest Wealth Strategies, you will find a full array of trust structures and charitable giving strategies designed to provide for the people and causes you care about, potentially generate personal tax benefits and further your overall wealth management plan.

Leaving a legacy is not just about money, but also the values and principles you hold dear. Today, many people want their investment choices to reflect their personal philosophies. Through sustainable investing, an approach that integrates environmental, social and governance criteria, the professionals at Woodforest Wealth Strategies offer options for clients interested in achieving goals beyond financial growth when building their portfolios.

Our mission is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth, and building your legacy-so you are free to focus on enjoying your life and the people important to it.

Services for multigenerational families include:

  • Financial planning
  • Investment and portfolio management
  • Retirement and longevity planning
  • Insurance including life, disability and long-term care
  • Estate planning, charitable giving and trusts
  • Education planning
  • Cash management
  • Lending solutions
  • Sustainable investing

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While familiar with the tax provisions of the issues presented herein, Raymond James Financial Advisors are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional. There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.