High Net Worth Financial Advisors

As a person with considerable wealth, you have complex needs that include protecting your assets and growing your investments. Financial management for high net worth individuals includes customized solutions for your needs and financial goals. The Peak-Options offers wealth management services for high net worth clients. Whether you're accumulating wealth rapidly or you're considering creating a legacy with your hard-earned assets, private wealth management services can benefit you. We believe our clients deserve strategic, thoughtful counsel for their portfolios and comprehensive financial planning.

What Do Financial Advisors Consider High Net Worth?

According to the SEC, financial planners must disclose how many HNWI (high net worth individuals) they have each year. These are individuals who have a net worth of at least $1.5 million or who have investable assets of $750,000 or more. Although the Securities and Exchange Commission requires financial planners to disclose this information, there isn't really a hard-and-fast industry rule about what constitutes high net worth. A general rule of thumb is someone with at least $1 million in liquid assets.

<b>Who Manages High Net Worth Individuals?</b>

Who Manages High Net Worth Individuals?

Experienced financial planners typically handle wealth management for high-net-worth individuals. Because your financial situation is complex and unique, your investment planner will work closely with you to fully understand where you are now and where you'd like to go. We provide close attention to detail and the white-glove service you deserve.

Financial planning for high-net-worth individuals includes frequent updates about the status of your investments and any opportunities that we see that align with your goals and your risk tolerance. Financial planners at this level are in tune with the stock market, real estate investment opportunities and alternative investments. We're here to answer all your questions with knowledge and confidence and anticipate your needs.

What Does a High Net Worth Financial Advisor Do?

With increased personal wealth comes a greater need to handle complex financial situations, from tax optimization to establishing trusts and formalizing succession plans for a business. A financial advisor for high net worth individuals must have a higher degree of knowledge and expertise and the ability to create complex investment plans.

High net worth financial advisory doesn't just include making the best choices for your money. As professional financial planners, the Peak-Options also coordinates with accountants, estate attorneys, M&A lawyers, CFO’s, Heads of Family Offices, and other professionals on your behalf.

Clients who have at least $1 million in investable assets are also eligible to invest in private equity funds, hedge funds, real estate investment trusts, and other alternative investments that may not take on smaller investment participants. We can help you find suitable types of exclusive investment opportunities according to your goals. While some of these investment opportunities don't offer the same investor protection as mutual funds, they are specifically designed to either provide protection against losses in down markets or outperform the market as a whole. These are not our main value proposition, however, simply an extra service that we may be able to offer. Our HNWI clients benefit from separate account management services, including customized funds and securities portfolios, personally managed by one of our investment experts or the best-in-class money managers.

In addition to helping with your investments, we also provide tax optimization services, helping you find retirement savings options that can help reduce your tax burden. Not only will this help you avoid excessive taxation on your total income, but it also can help you prepare for greater future financial security. With proper wealth management, retirement can be a time free from financial stress.

Schedule a Personalized Consultation Today

If you're considered a high-net-worth individual, hiring an experienced financial advisor for high-net-worth individuals is essential to preserve your assets and protect everything you've worked hard for. At Peak-Options, your goals are our goals, and we're more than just a high net worth financial advisor, we're also a trusted partner with your interests in mind. Call us today or contact us online to schedule a meeting.


Q. What should I look for when choosing a high net worth financial advisor?

When choosing a high net worth financial advisor, look for someone with relevant experience, a deep understanding of your financial needs, and a strong track record of success. You should also consider their investment philosophy, the fees they charge, and the level of personal attention they provide.

Q. What are the benefits of working with a high net worth financial advisor?

Working with a high net worth financial advisor can provide a range of benefits, including personalized financial solutions, access to exclusive investment opportunities, proactive tax planning, and peace of mind knowing that your finances are in good hands. A high net worth financial advisor can also help you achieve your long-term financial goals and preserve your wealth for future generations.

Q. What constitutes a high-net-worth individual?

A high-net-worth individual (HNWI) is someone with liquid assets of at least $1 million. These individuals often seek the assistance of financial professionals to manage their money, and their high net worth qualifies them for additional benefits and investing opportunities that are closed to most.

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