Wealth Management

At Von Holt Financial Advisors, we combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.

Customized Planning

Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to:

  • Create customized investment portfolios
  • Help minimize tax liabilities inside and outside of client portfolios
  • Advise clients on estate planning with the assistance of our expert partners

Advice that Serves You

The guidance that results from our planning process is based on the sole criteria of helping you meet your goals, such as paying for college, retiring comfortably or leaving a legacy. We always recommend the most appropriate, most cost-efficient products and solutions such as institutional class shares to reduce manager fees—and never those that don't help you reach your objectives.

Seeing the Big Picture

At Von Holt Financial Advisors, we recognize that no client's financial life is one-dimensional. Using our deep expertise in investing, tax management, risk protection and other areas, we coordinate all the elements of your financial life in order to help you reach your bottom-line goals and achieve peace of mind.