You Deserve a Team That Offers More
Get To Know Us
Is Perkins Wealth Advantage a fiduciary?
Yes. At Perkins Wealth Advantage, we take our role as fiduciaries very seriously. We are committed to providing honest, transparent information to help you make informed decisions. We always act in your best interests, disclosing all facts and doing our absolute best to minimize conflicts of interest. We believe this commitment level is necessary to help you achieve your financial goals and secure your financial future.
Why should I trust my money to a fiduciary?
The fiduciary standard is a higher standard of care than the suitability standard. These two different legal and ethical standards apply to financial professionals who provide investment advice to clients.
The fiduciary standard requires financial professionals to act consistently with their client’s goals and needs, prioritizing their client's interests over their own and performing with the utmost good faith, loyalty, and care. The suitability standard only requires that recommendations be suitable for the client but does not ensure they are in the client’s best interest.
At Perkins Wealth Advantage, we always prioritize our client's best interests, working to protect and pass on their hard-earned wealth and values to future generations. We chose to be fiduciary because we believe in providing our clients with the highest standard of care.
Who do you work with? Do you specialize in a specific type of client?
At Perkins Wealth Advantage, we do our best work for three distinct groups of people:
We help retirees turn their life savings into a reliable income stream while minimizing their lifetime tax burden. Accumulating wealth is a matter of saving and investing, but there are best practices for determining when and what to sell, which type of account to withdraw from, and how to be tax efficient. We best serve clients three to five years out of retirement, up to those who have been retired for ten years. This timeframe is when most people start spending down their portfolios and when most mistakes tend to happen.
We help business owners think through separating their personal financial situation from their business. We help them prepare for a sale of the company and allocate the sale proceeds or think through transitioning the business to the next generation.
We help high-net-worth families avoid or significantly mitigate a savage 40% estate tax by proactively coordinating with your estate planning attorney and CPA to implement advanced planning strategies. These strategies may include establishing gift trusts, spousal lifetime access trusts, grantor-retained annuity trusts, limited family partnerships, LLCs, donor-advised funds, or private foundations.
How do I know I am getting the best service and value possible?
At Perkins Wealth Advantage, my thorough, personalized approach to wealth management means that no one, besides your immediate family, is more dedicated to your financial well-being and helping you achieve your long-term goals than I am.
Every quarter, you receive an investment performance report and a statement outlining your advisory cost for the quarter. I challenge each client to review that statement and determine if the value provided is worth the cost. I aim to deliver value continuously and worth many multiples of the cost.
|Financial Planning||Education on Investing||Time Savings||Spouse Involvement|
|Investment Selection||Manage Emotions and Stress||Coordination With Other Professionals||Multigenerational Planning|
|Asset Allocation||Avoid Costly Mistakes||Personalized Service||Children Immersion|
||Peace of Mind||Investment Monitoring||Education Planning|
|Multi-year Income||Trusted Second Opinion||Investment Rebalancing||Charitable Gift Planning
|Tax Planning||Career and Life Transitions||e-Signatures and Virtual Meetings||
||Single Point of Contact