Services
Ginsler Wealth offers a broad range of services that starts with learning about you. Our investment options extend far beyond just stocks and bonds, and we’ll happily help you with other areas of your financial picture, from tax and estate planning to charitable giving. To be clear, we don’t have all the answers, but we can always find an expert who does.
PLANNING
Cashflow & budgeting; tax, insurance, legal, & estate planning, retirement planning.
What other item in your life is without a plan? Where you live, where your children go to school, your career—all required planning. Have you spent enough time thinking about planning your wealth?
INVESTING
Goal setting, asset mix determination, investment manager & strategy selection, reporting.
COORDINATING
External advisor & investment manager oversight, review of private investments, consolidated reporting.
We understand your investments and assets aren’t all in one place. We can help you pull it all together, show you how you are doing overall, and coordinate your other experts.
LIVING
Lifestyle concierge, information services, strategic business advice, philanthropic planning.
If you have a problem to solve, chances are another Ginsler Wealth client has dealt with it. We utilize our experience and contacts to help our clients. And often help our clients think about how they can use their wealth to help others.
You are the CEO of your family’s wealth. All CEOs need a great C-Suite Team. This is what Ginsler Wealth can be for you:
The goal of investing is not to “beat the market”. It is to earn a return that allows you and your family to achieve your own personal wealth goals.
What is the purpose of your savings and investments? What goals are you trying to achieve?
Let’s nail those down, and then we’ll build an investment plan, determine your optimal asset mix, select best-in-class managers, and adjust, monitor and report.
- As your Personal CIO, we do the following:
- Review Goals & Objectives
- Asset Class Allocation
- Investment Manager Due Diligence, Access, Selection, & Monitoring
- Cash Management Solutions
- Investment Reporting
- Preferred Investment Manager Pricing
Investing is only part of one’s overall wealth management plan.
What does your personal income statement look like? How much do you need to save each year? Or conversely, how much can you spend each year? Have you optimized for tax savings? Is your family adequately protected if you get injured and can’t work, or worse?
We’ll review all the above and put together a plan. And we’ll work with your existing tax, insurance and legal experts—or find you the experts you need.
- As your Personal CFP, we do the following:
- Cash Flow Forecasting & Budgeting
- Required Rate of Return Determination
- Tax Planning
- Insurance Planning
- Legal Planning
- Will & Estate Planning
- Charitable Giving Strategies
Wealth management is complex and not always easily consolidated in one spot.
Do you have other investment managers? Private, real estate or other investments? Other advisors that could be more coordinated? Or could you simply use another partner on your side of the table? And what happens if something happens to you? Would your family have, know and understand all the financial details?
Acting as your personal CFO, we can oversee your other advisors and pull all our wealth services together for your benefit.
- As your Personal CFO, we do the following
- External Advisor Oversight & Coordination
- External Investment Manager Oversight & Coordination
- Oversight and Review of Private, Real Estate, or Other Investments
- Consolidated Investment and Asset Reporting
- Net Worth Statement
- Estate Directory / Emergency Planning
Through working with many families over 20 years, we’ve helped give advice and make connections for a variety of non-wealth management needs.
From access to medical experts, interior designers, home security experts, business consultants, etc., if you have a problem, we can help solve it…and stay as involved as necessary to ensure it gets done.
- As your Personal COO, we do the following
- “Life Concierge” and Information Services
- “Non-Financial” Expert Introductions
- Strategy, Planning, and Advice For Your Current Operating Business
- Your Own Family Office Domain, Website, and Email Accounts
- Discounts from Ginsler Wealth Partners
The goal of investing is not to “beat the market”.
It is to earn a return that allows you and your family to achieve your own personal wealth goals.
What is the purpose of your savings and investments? What goals are you trying to achieve?
Let’s nail those down, and then we’ll build an investment plan, determine your optimal asset mix, select best-in-class managers, and adjust, monitor and report.
- As your Personal CIO, we do the following:
- Review Goals & Objectives
- Asset Class Allocation
- Investment Manager Due Diligence, Access, Selection, & Monitoring
- Cash Management Solutions
- Investment Reporting
- Preferred Investment Manager Pricing