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Holistic Wealth Management for High Net Worth Clients

Financial Advice and Planning

  • Identify and track your financial goals
  • Financial Position: Balance sheet and net worth compilation
  • Retirement accumulation planning
  • Retirement income and distribution planning
  • Social Security strategies
  • Health care and Long-term care planning
  • Risk management and asset protection
  • Executive compensation and benefits strategies
    • Stock options
    • Deferred compensation
    • Restricted stock
    • Key person benefits
    • Bonus compensation
    • 10b5-1 plan development 
  • Business owner financial planning
  • Education funding and college planning
  • Domestic Partner planning
  • Family engagement - Multifamily planning
  • Wealth preservation strategies
  • Legacy and philanthropic planning
  • Behavioral coaching
  • Multidisciplinary strategies

Logan Park acts as a fiduciary for clients and is a fee only investment adviser. All services are based on magnitude, complexity and scope of services provided. Logan Park Wealth Management does not provide legal or tax advice.

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