Wealth Management

Wealth Management

Odyssey Group Wealth Advisors has multiple specialists in the areas of financial management and planning who work as a single team for your success … whatever that looks like to you.

We are well-positioned to be your trusted partner for:

  • Planning for and living comfortably through retirement
  • Transferring wealth
  • Managing philanthropy
  • Funding a child’s or grandchild’s education
  • Providing for an elderly parent
  • Transitioning ownership of a business

INVESTMENT MANAGEMENT

We’ll develop an investment management program that blends traditional investments (stocks, bonds, and securities) with alternative investments, balanced in a way that aligns with your goals, immediate needs, and long-term risk tolerance.

RETIREMENT PLANNING

We’ll work with you on your retirement planning by clarifying your pre- and post-retirement goals, analyzing choices you can make to target the standard of living you want during your working and retirement years, calculating the needed income stream, setting up or reconfiguring a successful asset distribution plan, and outlining a strategic wealth distribution program that manages cash flow and minimizes your tax burden.

ESTATE PLANNING

Based on your intentions of assets distributed during your life and at death, we’ll develop and help implement a master plan that assures your assets are preserved and passed on to selected beneficiaries, minimizing estate taxes and other costs, avoiding probate, and guiding you away from disputes among family members, business owners, or third parties (like the IRS).

TAX PLANNING

Tax planning is a necessary and integral part of everything we do. We'll coordinate with your CPA, as needed, on reducing your taxable income (therefore your tax liability), employing tax-deferral strategies, customizing your investment portfolio for tax management benefits, and readjusting your portfolio to offset year-end gains and losses.

BUSINESS PLANNING

We help identify the set of various risk exposures and ways they could impact the safety of your business and personal assets such as identifying structuring risks and solutions, advising on cash and non-cash executive compensation, and coordinating distributions to the owner. We’ll help maximize shareholder value and guide a smooth and successful ownership transition.

RISK MANAGEMENT

We’ll guide you through a process that looks at managing risks to your wealth from lawsuits, accidents, property damage, and other occurrences that happen in everyday life. We then build a plan to transfer the risk of these events through insurance, repositioning asset ownership, and other protections available under the law.

 

Odyssey Group Wealth Advisors does not provide legal or tax advice.  You should consult a legal or tax professional regarding your individual situation.