As your financial portfolio grows, it becomes more complex and difficult to manage alone. That’s when you need the help of a dedicated financial advisor who has your long-term goals in mind, can answer your specific questions, and will guide you based on your financial situation.
We work with you to create a strategy to identify new investment opportunities, diversify your portfolio, manage risk, and protect your wealth so you can stop dreaming about the life you want and start living it.
Wealth management and financial planning are not provided by Somnio CPAs. They are provided exclusively by Somnio Wealth through a formal referral relationship.
When it comes to investing, we don’t take a one-time, “set it and forget it” approach. We continue to assess market factors and opportunities along with your personal goals and risk tolerance. That’s how we create an investment strategy that ladders up to the future you envision. And while we can’t guarantee any particular outcome, we have the expertise and professionals to help you take advantage of the right opportunities at every stage of life.
After years of hard work, retiring should feel like a huge accomplishment. However, with so many ways to approach retirement planning and income, it can seem a little daunting. We aim to prepare you for retirement so you can reach this stage with peace of mind. We start by understanding your vision, creating a plan to get there, and adjusting as needed along the way.
Factors to consider when planning for retirement:
Education can be one of the most important aspects of a person’s life. It can also be one of the most expensive. Many of our clients want to set their children or grandchildren up to receive the education they deserve without bearing the burden of graduating with astronomical debt.
If this is a goal for you, too, we can help you align your financial activities with your education goals. From asset allocation to estate planning, we can guide you down the best path to build an education fund for your family members.
Our advisors will work with you and your attorney to create a plan for protecting, managing, and distributing your assets when the time comes.
Disclosure
Professionals associated with Somnio Wealth may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Somnio CPA’s, and not affiliated with LPL Financial. Tax related services offered through Somnio CPA’s DBA Somnio Wealth. Somnio CPA’s is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.
