Wealth Management for High Net Worth Individuals

Nashville wealth management services

For high net worth individuals, it's essential to create a plan that will effectively manage your finances for the future. At Hildreth & Associates CPA, we provide wealth management services designed around the needs of business owners and other individuals that want to protect assets for retirement and the next generation. When you work with us, we'll sit down to discuss your financial goals in detail so we can understand your needs and objectives. Then we'll carefully formulate a plan that will preserve wealth, safeguard your assets, and transfer them to your beneficiaries with minimal tax implications.

Hildreth & Associates CPA is highly experienced in wealth management services and offers options for individuals with a variety of circumstances and needs. We can help couples and young families budget their money, put a college savings plan in place, and manage investments. Later on as your assets grow and your concerns evolve we'll provide succession planning, estate planning and retirement planning. With our guidance and professional advice you'll feel confident that your family will be financially protected now and in the years to come.

Wealth and Retirement Planning

At Hildreth & Associates CPA, our wealth management services are for busy professionals, families with a large number of assets, and other high net worth individuals. With our assistance you can see a clear picture of where you are now and how your finances can be managed down the road. Call our Nashville, TN CPA firm at 408-371-0711 to schedule a free consultation today.

  • Estate planning and trusts
  • Charitable giving
  • Asset allocation analysis
  • Business succession planning
  • Investment management
  • Insurance management
  • Budgeting and cash flow
  • Tax planning strategies to preserve wealth
  • Retirement planning
  • College savings plans