High Net Worth Individual Asset Management

When you talk to financial advisors, you may hear a lot about investments, holding periods and rates of return. Many may zip through the “goals and objectives” and give little attention to the above-the-line issues that may be important to you. Their recommendations can sometimes come before they know your children’s names.

We want to know what your priorities are, how you feel about your family, which people are important in your life, what charities you feel strongly about. We believe that we can not possibly give you a proper recommendation without asking these things. 
 
We are in the business of helping High Net Worth Individuals with complex wealth management issues.
 
Comprehensive Investment Planning
 
Retirement, Estate, Insurance, College and Cash Management Planning
 
Concentrated Stock and Stock Option Strategies
 
Access to Lending Services1
 
Institutional Style Investment Management
  • Hedge Funds, Managed Futures, Real Estate and other Alternative Investments
  • Exchange Traded Funds
  • Mutual Funds
  • Separate Account Managers
  • Municipal, Corporate, and Government Bonds 
  • Cash Management (Money Market, CDs & Commercial Paper) with Checking and Debit Card
Trust Services2
 
Charitable Gifting Strategies

Unparalleled Client Service
  • Monthly Account Updates and Statements 
  • Quarterly Review, Rebalancing, and Performance Reporting 
  • Semi Annual Strategy & Financial Roadmap Meetings 
  • Annual Planning Update 
  • Online account access with electronic statements and confirmations 
So let’s get together and talk­ above the line. Only then can we come up with an investment plan that we believe truly reflects who you are and what you want in life.

You may not be ready to exit your career or business right now. Fine, but it is never too soon to discuss your financial dreams, living above the line.

When you are ready to do that, please give us a call.

Three Prongs to Bryan-Billauer-Kozo Wealth Management

Grow Wealth  
Comprehensive Investment Planning 
Investment Management

Protect Wealth
Asset Structuring
Concentrated Stock/Option Strategies
Estate Planning
Protection Planning
Tax Management3

Monitoring
Articulated Timeline of Events
Design of Investment Policy Statement
Quarterly Reviews
Plan Reviews
Tactical Asset Allocation Strategies4
 
 
1 Lending and other banking services available through the Banking Services Group of Wells Fargo Advisors are offered by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A., Wells Fargo Home Equity Group, a division of Wells Fargo Bank, N.A.; Wachovia Bank, National Association; Wachovia Bank of Delaware, National Association; or Wachovia Financial Services, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Products are not available in all states. Certain restrictions apply. Contact one of our Financial Advisors for details.
2 Trust services are offered through Wachovia Bank, N.A. (Wachovia), a national banking association and subsidiary of Wells Fargo & Company, or Delaware Trust Company, N.A., a subsidiary of Wachovia. Trusts that have their situs in and are governed by the law of Delaware, use Delaware Trust Company as the trustee. Wachovia Trust does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. All estate planning services are provided with the participation of your personal attorney who should review all such materials, Wachovia Bank, N.A. does not prepare Will and trust documents – these must be drafted by your attorney.
3 Wells Fargo Advisors does not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
4 Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.