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Planning & Wealth Management

Working with Civic means partnering with an entire team of elite professionals who are dedicated to your success and have the expertise to help you optimize your wealth.

We Provide:

FINANCIAL PLANNING

Comprehensive thought partnership and advice across the balance sheet

WEALTH MANAGEMENT

Asset allocation, security selection, and access to alternative investments for qualified clients

EFFECTIVE TAX STRATEGIES

Integrating planning for taxable accounts, tax-deferred accounts, and tax-free accounts*

*THIS MATERIAL IS NOT INTENDED AS LEGAL OR TAX ADVICE. FINANCIAL REPRESENTATIVES DO NOT GIVE LEGAL OR TAX ADVICE. TAXPAYERS SHOULD REFER TO AN INDEPENDENT TAX OR LEGAL ADVISOR

LIQUIDITY PLANNING

Establishing and managing leverage

INSURANCE PLANNING

Life insurance, long-term disability insurance, and long-term care planning

EDUCATION FUNDING

Strategies for successive generations

INCOME DISTRIBUTION PLANNING

Withdrawal strategies, tax bracket management, income floors, social security analysis

ESTATE PLANNING STRATEGIES

Tax planning, generational and intergenerational planning, trust establishment & management

PHILANTHROPIC

Planning, effective gifting strategies, and multigenerational coordination

SOCIALLY RESPONSIBLE

Investing and environmentally conscious strategies

To provide the highest level of value,

we also connect our clients with other trusted professionals such as estate planning attorneys, accountants, mortgage brokers, real estate professionals, property and casualty insurance professionals, private bankers, philanthropic consultants, bookkeepers, and more. We’ve cultivated a highly connected network of clients, and we continually introduce fellow leaders and entrepreneurs in the community. As our client, you’ll also have access to competitive lending companies and exclusive social events.