Wealth Planning

Values long-term personal relationships based on formulating plans and recommendations that are always in your best interest.

The team at Peddock Capital Advisors understands what it takes to manage wealth effectively. We take an integrated approach for all of your wealth management needs and design your comprehensive plan to balance investments, estate, retirement, tax, family legacy planning and wealth transfer issues.

We work through a collaborative process to translate your goals for the future into an actionable plan. Our process includes:

  • Getting to know you and your family through a series of in-depth conversations
  • Thoroughly reviewing your financial situation and personal circumstances
  • Defining your short- and long-term priorities and goals so we can create a plan based on your lifestyle considerations rather than earnings and returns
  • Building a wealth plan that illustrates your "Supportable Living Standard" over the course of your lifetime
  • Coordinating with other trusted professionals to integrate investments, estate, retirement, tax, family legacy planning and wealth transfer
  • Meeting with you and having conversations to keep your plan in sync with your changing goals and objectives

The result is a comprehensive, balanced wealth plan to address your short- and long-term goals and objectives. As your needs change, or as opportunities arise, we can provide you with experienced insights on the different options available so you can make informed decisions.