Private Wealth Services

Our comprehensive Private Wealth services are designed to help you grow and protect your financial assets. At CTA, we help clients develop and implement customized investment programs tailored to unique needs and circumstances.

Our services include:

  • Coordinating, developing and implementing comprehensive financial and estate planning strategies
  • Coordinating trust services including individual, charitable, revocable, and irrevocable
  • Developing tax efficient investment strategies
  • Analyzing the impact of concentrated positions on the overall portfolio
  • Protecting or converting low cost basis security holdings
  • Reporting for consolidated/composite portfolios
  • Providing strategic financial planning for retirement income when career ends
  • Budgeting and cash flow analysis
  • Developing asset allocation strategy and investment policy
  • Searching and selecting investment managers
  • Monitoring investment performance
  • Providing estate planning advice