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Isn’t It Time to Engage a Financial Professional?

You’ve reached a level of financial complexity where you need a financial professional. It's time to align your resources and create a plan so you can enjoy it all.

ARE WE A GOOD FIT?

Azimuth Wealth Management is dedicated to help you make more inspired, intentional decisions with your money.

Our promise is relief, the relief that comes with a thoughtfully designed financial strategy, customized for your unique desires and designed by a trusted team.
Our goal is to use our talents, thoughtfulness and experience to see you thrive in this “one wild and precious life.”
Our vision is individuals and families enjoying all the advantages of working with our team, to see lives positively impacted through the relationships we develop and the financial plans we create.

Areas of Expertise on Which We Advise

Retirement Planning
Retirement looks different for everyone. Some dream of travel, the sights and sensations of the places we’ve longed to visit. Others desire a life of more leisure, with family, grandchildren and ease. Whatever your ambitions or dreams, we can align your retirement investments to meet your requirements.
Risk Management
Life is full of risk. Truly living means we have something to lose. Clarifying and mitigating your risk, we assess and address potential, from markets and inflation to health, aging and calamity, implementing comprehensive solutions so you can live more confidently through whatever life brings.
Investment Management
Everyone has a range of reasons to invest and with this is a range of appetite for risk. We coordinate investments and growth strategies to your unique life requirements, allowing you the freedom to focus on your life, while we focus your investments.
Education Planning
Education planning is an integral part of realizing our life’s greatest ambitions. Education planning affords unique advantages for our childrens’ futures and our current wealth strategies. We align time horizons and tax implications to optimize outcomes and improve educational advantage.
Tax Planning
Earning and living well come with some cost. With insight, understanding and awareness of implications, we strategically manage investments, earnings and tax obligations to accommodate your dreams, accounting for timing and considered perspectives around taxes, triggers and time horizons.
Estate Planning
Your estate is the living embodiment of your financial life, a reflection of your dreams and desires, and the future you hope for your family. As both your estate and your family change and grow we help ensure parity with your wishes, your assets and your beneficiaries. It’s your estate, let’s preserve it.
Stock Compensation
Compensation and incentives are commonly offered to executives and employees in the form of stock options. Awareness of the overall implications of equity compensation is critical to your plans and dreams. We’ll help you assess and understand your equity position so you’re better aligned and prepared for trigger events.
Cash Flow
Aligning cash flow to your plans and dreams requires clarity, understanding and objective insight. How much will you need to retire early or take a sabbatical with your teens? A clear understanding of cash flow in the context of comprehensive plans might reveal more opportunities than you thought possible.

Step 1

Are We a Good Fit?
Azimuth Wealth Management services are exclusive. To maintain the consistent level of service and attention to detail our clients expect, we limit engagements to select clients. Our initial engagement is an evaluation call where we decide whether we’re a good fit. Our clients are investing in the creation of a financial plan for their family and the delegation of their investment accounts to our team. If you’re looking for hourly advice or a stand alone plan to implement on your own, we’re not the right fit.

Step 2

Get Organized
Once we have decided we’re a fit, intake and analysis are our next steps. Our clients don’t come to us just starting out. They typically have a myriad of decisions made, accounts, policies, properties, employee benefits, taxes and investments that need coordinating. We need your help to understand all the pieces. We work to understand you, your life, your perspective and the history that got you to where you are today. This is where we gain the understanding of your life’s ambitions, the insights for crafting our detailed financial plan, your path, the azimuth to a life well lived.

Step 3

Design A Plan
Here we engage our creativity, expertise and deep work. We consider this the test of how well we’ve listened, as we develop your plan. After creating dozens of plans for highly accomplished individuals, we know there’s no right way, just different ways. Like most things that are worthwhile in life, our plans take time to develop and create. We will likely need to coordinate with your CPA and attorney in this process. Our goal is to truly amaze you with what we develop.

Step 4

Sustained Support
You’re not left with a plan that sits on a shelf and collects dust. We work together today and from here out, to keep your financial house in great shape. The one certainty in life is that it will change. Births, deaths, job changes, relocations, investment opportunities, tax law changes, we’re your partner through it all. When you have a trusted partner already aligned and aware of the nuances of your life, enjoying the life you’ve built is that much easier. We look forward to seeing what you do with the bandwidth you have back.

Just Have a Quick Question?

You can find a lot of answers in our FAQs.
GO TO FAQs