Your Complete Financial Picture

Translate your priorities into a lifelong financial strategy that gives you more confidence you will achieve your goals. With your objectives as our guide, we develop an integrated financial plan that addresses your needs at every stage of life, such as:

  • Maintaining your current lifestyle through retirement
  • Addressing your short- and long-term spending needs
  • Maximizing cash flow
  • Helping you hedge against market volatility
  • Minimizing your tax situation
  • Making sure you are adequately and appropriately insured against risk

Unique Planning Conversations

Strategic planning provides you with the framework to make informed financial decisions in all aspects of your life. Ongoing review will ensure that your plan accommodates life’s changes such as marriage or divorce; children or grandchildren; healthcare issues for you, your parents or other family members; changes in tax laws and other events that may occur.

Experienced Stem Capital professionals will guide you through our six-step planning process:

Step 1: Assess Identify and define your goals
Step 2: Inventory Analyze your current financial assets
Step 3: Recommend Present strategic and tactical ideas
Step 4: Implement Integrate strategies and align resources to your plan
Step 5: Monitor Provide oversight of your financial plan and portfolio performance
Step 6: Evaluate Adjust your plan for changing market conditions and lifestyle needs

By using a comprehensive approach that takes into account your goals and priorities, our planning process can help ensure a healthy and rewarding financial future for you and your loved ones.

Newfound Wealth

Strategies for Managing a Major Liquidity Event

Whether it’s the sale of a business, a merger, partial cash-out, inheritance, or another significant liquidity event, there are many issues to contend with. When you have a sudden infusion of cash, immediate planning is essential.

Stem Capital can help you manage your windfall and protect your wealth over time. We will help you:

  • Create and manage a comprehensive wealth management plan
  • Minimize taxes
  • Diversify concentrated positions
  • Select the appropriate investment options for your goals and timeframe
  • Transfer wealth tax-efficiently to beneficiaries
  • Design your philanthropic legacy

We are committed to continuously earning the privilege of being your trusted advisor, supported by a partnership built on the highest standards of integrity.