Preserve Your Personal WealthPersonal 
Wealth Management

We help you explore your financial goals to preserve your personal wealth. It's important to have the right perspective, knowledge, and plan in place while you engage in the decision-making process of wealth management.
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Investment
Management

We aim to meet your particular investment goals and protect you and your wealth. Coming up with the correct investment strategy that fits your personal financial goals is an important step towards financial security.

  1. Assessment of costs, risk, expected returns and tax efficiency
  2. How much capital is enough and why?
  3. Strategic rebalancing to manage risk and increase returns
  4. Portfolio protection strategies
  5. Cash flow and income planning
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Cheerful daughter hugging father soldier, long awaited meeting, homecome

Wealth
Enhancement

Since our average client is already a millionaire, we employ strategies aimed appropriately as their objectives shift from growing wealth to preserving wealth. Preserving wealth means safeguarding your assets throughout your lifetime to protect your independence and dignity. We help you cope effectively with the four fundamental threats to maintaining your lifestyle for 30 years of retirement – inflation, taxes, longevity and potential erosion of entitlements. In today’s tax environment, the affluent know tax efficient investing and mitigation strategies are required. Our evidenced-based approach to investing generates less turnover, which reduces capital gains and investment income surtax.

  Additionally, our investment management process utilizing our network with local CPAs, allows for individualized tax mitigation strategies that integrate with your Investment Plan.

  1. Tax-efficient investing to trigger lower tax liabilities
  2. Tax loss harvesting to offset gains
  3. Gift transfers maximizing tax benefits
  4. Roth conversion and gain planning
  5. Portfolio Lending

*Dimensional Fund Advisors 

Wealth
Protection

We live in a world of risks. Wealth Protection involves assessing which risks to avoid, which to accept, which to reduce, and which to transfer. After helping clients with a risk assessment, we design a specific strategy for coping effectively with each risk. We accomplish this for clients by working with a network of attorneys, CPAs and insurance specialists to grant you peace of mind.

  1. Liability gap analysis
  2. Strategic titling of assets
  3. Efficient insurance structuring for your life, health and assets
  4. Asset protection & creditor protection
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Three generation family together at home

Wealth
Transfer

As we age, we tend to focus more on the legacy we will leave. Our team first listens to learn what your charitable intent is. Second, we aim to maximize your charitable impact to ensure that you will fulfil your altruistic purposes and impact.

  1. Beneficiary alignment with estate plan
  2. College funding
  3. Strategic asset transfers – what, how and when?
  4. Executor and successor trustee selection
  5. Gifting of appreciated assets to get deductions and avoid capital gains taxes
  6. Charitable Trust planning
  7. Charitable retirement plan distributions

The only thing worse than being born blind, is having Sight with no vision!

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Main: 850-990-0618
Conf: 850-297-1837
Fax: 850-852-0131
1234 Airport Road, Suite 121 Destin, FL 32541
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Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Bayview Private Wealth, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a Client agreement is in place.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.

Insurance products and services are offered through several insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

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