Firebrand Wealth Management
Ignite Your Journey - Financial Planning and Wealth Management
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Wealth Management | Services

Wealth Management for All Stages

 
 
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Investment Management

  • Socially Responsible and Impact Investing

  • Tax loss/gains strategies

  • Low cost funds

  • Concentrated stock management

  • Retirement income strategies


 
 
 
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Estate Planning

  • Review of wills and trusts

  • Partnerships with estate attorneys

  • Estate tax analysis and planning

  • Charitable giving

  • Business successions

  • Family meetings

 

 
 
 
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Divorce Support

  • Partnerships with attorneys and analysts

  • Asset analysis

  • Income strategies

  • Account transitions

  • Estate plan revisions

 

 
 
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Tax Planning

  • CPA partnerships

  • Short and long-term tax planning

  • Portfolio tax management

  • Tax stage planning in retirement


 
 
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Stock Options and Awards

  • Exercise strategies

  • Coordination with other investments

  • Review of option and award plans


 
 
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Education Planning

  • Tuition needs assessment

  • Savings plans research and recommendations

  • Investment guidance

  • Gifting strategies