Types of Investments & Accounts We Offer
- IRA accounts
- 401(k) accounts
- 403(b) accounts
- 457(b) accounts
- Brokerage Accounts
- Bonds
- Common Stock
- Exchange Traded Funds
- Index Funds
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Tax Planning Support
Adams Brown Wealth Consultants can tap into the in-house expertise of Adams Brown, an Inside Public Accounting Top 150 public accounting firm. Through this collaboration, you gain insight into the whole picture of your investment strategy, not just one piece of it. We’ll look holistically at:
- Capital gains taxes
- Cap loss harvesting
- Cash flow analysis
- Charitable giving
- Generation-skipping transfer tax
- Tax impact analysis
- Taxable and tax-free investments
- Wash sale rules
Investment Services for Organizations
Adams Brown Wealth Consultants also works with corporations, municipalities, endowments and foundations on holistic investment planning. We apply the same personalized, proactive guidance to entity-level investment planning as we do planning for individuals and families.
Usually, in these scenarios, we collaborate with Adams Brown on other pieces of the organization like accounting or tax planning. Combining investment planning into the service relationship provides a streamlined, efficient way to manage money and assets.