Financial Planning & Investment Services
for Every Stage of Life
Personalized strategies for individuals, families, business owners, and high-net-worth clients.
Who We Serve
Every client relationship begins with understanding your unique financial picture.
Individuals & Families
From building wealth in your early career to preserving it in retirement, we provide personalized financial planning and investment management for every stage of life.
Business Owners & Entrepreneurs
We help business owners navigate the intersection of personal and business finances — from employee benefits and executive compensation to succession planning and beyond.
High-Net-Worth Clients & Foundations
For clients managing complex estates, multi-generational wealth, or philanthropic goals, we offer sophisticated strategies built around your full financial picture.
How Can We Help You?
From retirement planning to estate coordination, our advisors offer a comprehensive range of wealth management services, tailored to your goals and delivered personally.
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Frequent personal communication and prompt responsiveness
Regular market updates and insights coupled with comprehensive annual reviews
Special events, including client education and curated experiences
On demand on-line and smart app account access with clear reporting on your real-time financial data, and numerous account resources
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Comprehensive review of your tax return to highlight opportunities and tax reduction strategies
Consultation with your tax preparer, if desired, to ensure we’re operating cohesively according to your goals and financial environment
Recommendations for tax solutions including tax advantaged investments
Continual updates on new tax laws and how they can uniquely affect you
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Analysis of your current estate plan, priorities and concerns
Consultation with your attorney, if desired
Assistance in transferring assets to your Living Trust or other trusts
Guidance with the appropriate and necessary steps in the event of a loved one’s death
Review of beneficiary designations and assets titling
Review of your life, disability, long term care and property and casualty insurance needs
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Analysis of your income needs now and in the future
Continual Development and implementation of recommendations to fund your income needs and help maintain your target standard of living
Recommendations regarding the most appropriate distribution strategy for your employer retirement plans, IRAs and Social Security
Analysis of the beneficiaries of your IRAs and possibilities of converting to a Roth IRA
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Review your investments and design a personalized portfolio appropriate to your needs
Continual monitoring of your investments
Frequent touch-base to: review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
Independent advice
Recommendations regarding allocations within employer-provided retirement plans
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Assist your business in creating a 401(k) plan that aligns with company goals for recruitment, retention and cost control
Advise you on optimal plan design and how to properly fulfill fiduciary responsibilities, while we manage investments, and help educate employees
Work with you to determine the type and amount of company match
Assist with vesting schedules, investment oversight, risk management and compliance
Your Financial Journey,
At Every Stage
With SYV Wealth Advisors by Your Side
Whether you're just starting out, navigating your peak earning years, or planning for what comes next, we're here with strategies that focus on growing and evolving with you.
The Building Years
(20’s & 30’s)
Student loan review
Retirement plan options
Budget analysis
Inheritance plan
FIRE (Financial Independence, Retire Early)/FINE (Financial Independence, New Endeavor) assessment
Establish “career-optional” income strategy
Education fund planning
Career benefit and compensation review
Equity compensation analysis
The Growth Years
(40’s & 50’s)
Integrate financial planning strategies
Conduct insurance review
Tax and trust strategies
Review employee stock option
Optimize savings and retirement plan
Distribution plan for education funds
Real estate portfolio review
Plan for health care liabilities
Determine elder care needs
Implement family wealth briefing
Establish a rollover strategy
Fund retirement catch-up provisions
Implement FIRE/FINE strategy (if applicable)
The Legacy Years
(60’s & 70’s)
Funding a passion project
Budget analysis
Social Security and Medicare review
Implement the rollover strategy
Consolidate accounts for effective planning
Philanthropic endeavors
Leaving a lasting legacy
Wealth transfer plan
Review tax and trust strategies
Accomplish your life goals
