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The Anthea Service Model

Services

Find long-term financial success and peace of mind with Anthea. We commit to caring for you deeply while providing the highest level of service.

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— Explore Our Services —

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Investment Management

  • Articulate goals and objectives

  • Income & expense analysis

  • Review of adequate saving or sustainable spending rates

  • Net worth/balance sheet breakdown

  • Asset allocation review

  • Risk analysis

  • Ongoing management and monitoring of portfolios and allocation

  • Quarterly rebalance review

  • Selection of cost and tax efficient investments

  • Portfolio performance reports

  • Tax and cost basis reporting

  • Consolidated online account access

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Financial Planning

  • Retirement Goals

  • Estate Planning   

  • Tax efficient accumulation and distribution strategies

  • Charitable giving plan

  • Insurance review & referral (health, long term care insurance, life, business and specialized)

  • Health and elder care planning

  • Higher and private education planning

  • Business purchase, sale or succession planning

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Comprehensive Wealth Management

  • Financial Plan

  • Trust integration   

  • Wealth Conservation    

  • Tax optimized charitable giving  

  • Intergenerational wealth education  

  • Executive and deferred compensation planning  

  • Stock options     

  • Sell down strategies for concentrated portfolios

Start feeling good about the way you invest.

Reach out today to begin your journey.