“Preserve Your Wealth, Establish Your Legacy”

High Net Worth Services

At Money Wise Retirement Planning, we’re experienced in helping professionals, executives, families – including multiple generations – and business owners with higher net worth assess their options. We can recommend advanced strategies designed to address your financial, legacy and tax-efficiency goals.

Who And How We Help

“High net worth” is typically defined as someone who owns assets of $3 million or more and has any of the following concerns:

  • Reducing tax exposure
  • The sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings
  • Integrating various financial, legacy and tax-efficient strategies
  • Identifying and simplifying complex financial decisions

If any of these apply to you and you’re ready to collaborate with a financial professional who values relationships, let’s talk!

Money Wise Retirement Planning - Hover Box 3.2
Money Wise Retirement Planning - Hover Box 1.2
A Team Approach

Schedule Your Complimentary Visit Today!

At Money Wise Retirement Planning, we understand the unique needs of high-net-worth individuals. Our mission is to provide exceptional and personalized guidance and sophisticated planning advice.

Led by Cristina Acosta, a Certified Financial Planner®, our team provides the highest level of expertise and personalized service. With the help of our strategic partners, we work together to empower you to make decisions that will assist you in achieving your financial goals and help establish your legacy for generations to come.

Schedule Your Visit

Want to learn more?

Get a copy of our guide, “Tax Planning in Today's Economic Environment”.

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