Wealth Management for High Net Worth Individuals
Over the years, Davis, Davis & Associates, a Pittsburgh CPA, has acted as a strategic financial advisor to many families providing wealth management, investment management and other financial and personal services required to manage the financial affairs of an entire family. We work with all of our clients to customize our services to meet the needs of each individual family.
Our services have helped many different people including busy business owners and professionals who do not have time to manage their assets; family members who want to separate their personal assets from a family business; and large families with many assets.
We can facilitate the professional relationships with your attorney, insurance consultant, bank, trust officer, and others required to meet the needs of family members.
Our high net worth wealth management services include:
- Estate planning
- Trust administration
- Tax planning and preparation
- Asset allocation analysis
- Investment management
- Cash flow and budgeting
- Financial management
- Insurance management
- Succession planning
- Charitable giving and foundation management
Call Joel Davis today at 412-391-2226 for a free consultation to discuss your estate planning needs.