Private Wealth Management

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We do not pursue a singular investment strategy for everyone; we craft one to fit each of our clients’ unique circumstances. We always put wealth protection first and you will have access to financial resources not often available to individuals in the general market.

Elevenheimer is composed of specialists who work as a team to craft an individualized strategy for you and your family. One of the most important things is that we are fiduciary independent advisors, so we have no outside interests and no affiliations with special interest groups. Our sole focus is to enhance your wealth and legacy.

Each client is served by a dedicated team, led by a seasoned wealth management expert. You may call any member of your service team, at any time, with questions. Our team represents several areas of expertise. When it comes to portfolio management, our highly credentialed and client-focused investment advisory team performs ongoing review of our clients’ portfolios to mitigate risks, to assess risk-adjusted performance, adherence to risk profile and effectiveness of active management.

 

WEALTH ACCUMULATION

 

No matter what you’re investing for, your Elevenheimer advisor will be your partner, collaborating with you to develop a wealth management plan based on your goals, timeline and risk tolerance.

Building an investment portfolio can be a complex endeavor. Your advisor will help you select the right type of account, choose an appropriate asset allocation* and identify specific investments to satisfy your target mix. In addition to monitoring market conditions and the progress of your investments, your advisor will be there when life events call for adjustments – making sure you stay on track.

 

WEALTH PRESERVATION

 

You’ve worked hard to successfully grow your wealth and you want to preserve it – to feel secure about the future. Your Elevenheimer advisor has the expertise and resources to help you transition to a more conservative investment approach, one that helps you meet your income and liquidity needs while thoughtfully pursuing growth. An effective wealth management strategy also considers the role insurance and estate planning can play in mitigating risk and plans for any scenario that might cause you to worry. Together, you and your advisor will plan for all of life’s events – the expected and the unexpected.

 

WEALTH CONTINUITY

 

Our advisory process is also tailored to make all efforts to achieve assets’ long-term growth and most importantly wealth continuity; ultimately that is the legacy for our clients, their subsidiaries and families’ generations to come.

For our clients’ multi-generatioal wealth continuity, our investment professionals work closely with outside estate and tax planning partners to help our clients develop a succession plan and reduce transfer taxes. We offer services beyond just traditional wealth management by going the extra mile to guide you to the right service providers such as trust and estate planning attorneys, tax professionals, money training for the kids to name a few.