Wealth Management Services
Wealth Management goes beyond traditional investment ideas and strategies to encompass financial needs in all three phases of a client’s financial life:
Work with your advisor to develop a comprehensive accumulation and preservation plan that best suits your unique needs and goals. We will assist you with company stock option analysis, building strategies for income generation, saving for education and retirement, or personal goals such as acquiring a second home.
Proactively work with your advisor to make tax-efficient investments. We help our clients to develop and implement strategies that may potentially allow them to pay less in income taxes.
Asset Management through LPL Financial
Brokerage services primarily including, but not limited to, buying and selling securities, access to mutual funds, managed accounts, fee-based brokerage accounts through LPL Financial and alternative investments.
Asset Allocation Strategies
Our individualized portfolio analysis and optimization strategies apply "Best of Strategies" investment philosophy and include customized asset allocation strategies and client portfolio management.
Our asset preservation strategies are designed to help shield your wealth from litigants, creditors, in-laws and ex-spouses. We also offer assistance with long-term care planning, survivor and income preservation, and evaluation your property and casualty coverages including umbrella liability.
Small Business Planning
Our team of experienced financial advisors will help you evaluate or establish your employee retirement plans, executive compensation, and business buy-sell/continuity strategies.
Your RNM advisor will coordinate with your attorneys to implement your estate plan from beginning to end, including re-titling assets to reduce or eliminate estate taxes.
Elder Care Planning
Our knowledgeable advisors take the time to coordinate with a Geriatric Care Manager in assisting older individuals and their families in meeting their long-term care needs.
Client satisfaction and convenience is our number one priority. Our team members are happy to assist you will bill paying, check writing, and internal or external cash transfers.
Access to comprehensive trust services customized to meet your individual needs through a trust company known as The Private Trust Company, N.A., an affiliate of LPL Financial. From Revocable Trusts, Charitable Remainder Trusts to Irrevocable Life Insurance Trusts, The Private Trust Company N.A. provides administrative support and tax impacts/reporting.
At Riley Nichols & Munn, we believe in complete customer care with a client-first focus. It is our goal to surpass client expectations and provide additional client services to help make your life easier, such as:
- Access to online resources and Account View through the RNM Client Center
- Quarterly Newsletter
- Quarterly/Semi-annual reviews
- Advice on raising money smart children
- Notary & Signature Guarantee services
- Complete Administrative support, including periodic payouts and deposits, retirement required minimum distributions, tax records, updating cost basis, and a variety of other comprehensive client services.