Investment Management Services
We bring order to every part of your financial life: your investments, your taxes, your retirement, and the wealth you will one day pass on, so that it moves together, toward what you actually want from it. Handled well, it asks less and less of you over time, until managing your wealth feels like something you have, rather than something you do.
what it means for you
The portfolio, and the life behind it
A portfolio is a means, not an end. It is there to pay for the years ahead, to look after the people who depend on you, and to fund the plans you have made. We build yours on a disciplined foundation, then tailor it to your circumstances: your goals, your timeline, your tax situation, and your tolerance for risk.
Because the same team oversees your wider financial life, those adjustments are made with everything else in view, never in isolation. And as your circumstances change, the portfolio is adjusted to match, never left to drift from the life it is meant to support.
Our discipline holds steady through changing markets; the portfolio does not. It is reviewed and adjusted as conditions and your own circumstances evolve, so that what you own stays pointed at where you intend to go.
how we work with you
One team that you will know well
You work with a lead advisor who comes to know you closely, supported by specialists in planning, investments, and tax who work alongside them as one team. Through its milestones, its surprises, and its quieter stretches, we are there with you, and the advice keeps pace with your life.
That continuity is what makes the rest possible. Working with you over the long term, we come to understand how the parts of your financial life fit together, so decisions in one area account for the others, and the guidance grows steadily more attuned to who you are and where you are headed.
what it can include
The range of what we look after
No two relationships look the same. Depending on where you are and what you are working toward, our work together may take in any of the following.
Growing and managing
- Portfolio management
- Cash flow and spending
- Retirement income planning
- Concentrated stock positions
- Vacation and second-home planning
- Values-aligned and impact investing
Protecting
- Asset protection strategies
- Risk assessment, mitigation, and insurance strategy
- Tax planning strategies
- Coordination with your tax and legal advisors
Passing on
- Estate and wealth transfer planning
- Charitable and philanthropic giving
- Family meetings and next-generation education and readiness
- Business exit and succession strategies
what is integrated
Six disciplines, one coordinated plan
Left to the usual arrangement, a financial life is divided among specialists who rarely speak: an advisor for the investments, an accountant for the taxes, an attorney for the estate, with no one answerable for how it all adds up. We keep the six in a single set of hands, so each decision is made in view of the others, and what you own, owe, and intend to pass on moves as one.
Finivi provides tax planning and strategy as part of wealth management; it does not prepare tax returns. Finivi is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Finivi. Finivi is an independent, SEC registered investment advisor. Registration does not imply a certain level of skill or training.
since 2001
Where to begin
Finivi has guided individuals and families for more than two decades, through changing markets, tax law, and life. If a more coordinated approach is what you have been looking for, tell us where things stand, and we will tell you honestly how we can help.