At Craftsman Wealth, you can expect us to get to know you and your family, your goals, and what matters most to your bottom line. We pride ourselves on finding the best options for your individual needs and presenting those options clearly and concisely.
We understand that our families are seeking to look beyond their balance sheet and are eager to pursue solutions and strategies that enrich their life. This realization therefore requires our staff to diligently seek to understand our clients personally so that our recommendations empower the lifestyles of the families we serve.
We understand that our families have a constantly evolving set of needs and circumstances, and we offer a broad set of services and solutions in order to best be of service. Here you can browse a list of the solutions and services that fall under our areas of expertise.
FINANCIAL REPORTING & ANALYSIS
We record and evaluate all assets - public and private. Accurate and up-to-date information and reporting enables our team to provide a complete financial picture at any point in time.
Our families deserve the best opportunities that can be sourced. We utilize public markets and private debt funds* to have the broadest set of options possible.
In an effort to mitigate the impact of major events on families and assets, we implement and coordinate various solutions to ensure our client’s unique risk profiles are optimized for protection.
We partner and coordinate with CPA firms on behalf of our clients to ensure plans are executed with precision. We develop comprehensive and creative tax strategies tailor built for each family.
Legacy is a core pillar for every family. We help clients develop a comprehensive estate strategy and ensure that plan is updated on a regular basis.
Ensuring alignment across all members of a family is essential. We develop customized programs for each generation to provide confidence and continuity as families seek to build and grow.
*Private Debt Funds are registered funds under the Investment Company Act of 1940.