Highly Complex Needs Can Require Advanced Solutions
Private Client Services isn’t a one-size-fits-all solution. It is for individuals with complex needs who need help simplifying their lives.
We provide private client services in:
Holistic Wealth Management
Wealth Management Services for High Net Worth Individuals
Family Wealth Planning
We provide sophisticated solutions to high net worth individuals and families.
Highly Complex Needs Can Require Sophisticated Solutions
Private Client Services offers you the one-on-one support you need that is focused on your unique situation. It’s for individuals with complex needs who need help simplifying their lives.
From the moment you sit down with us, the focus is on you. We’ll take a detailed view of your situation so we can build a tailor-made investment plan just for you. And we’lll also work with you every step of the way, so you’re never left in the dark,
Every client has a dedicated Private Wealth Advisor – your personal financial coach – who is backed by a team with decades of experience. When you meet with your advisor they will pull in other members of our team as neeeded to custom fit your plan. You’ll enjoy the kind of service you’d expect from a trusted friend.
Getting Started
Wherever you’re coming from, we’ll help you take the next steps.
Perhaps you’ve received an inheritance. Or are thinking about a succession plan for your business. Or want to pursue a philanthropic legacy. Whatever your goals or stage in lie, we’ll craft an investment strategy to fit your needs.
Let us know what’s important to you. That’s what matters to us.
If you’re looking for specialized investment options, we’ll help you find a solution, including private equity, debt, real estate and beyond.
We’ll Help You Consider:
Financial Planning
Your situation is unique – and your financial plan should be, too. Your plan is always a focal point along your journey.
Investment Advisory
We develop investment strategies that are goals-based. Our Chief Investment Strategist will help determine the right strategy for you through sophisticated financial modeling.
Alternatives
If you’re looking for specialized investing options, we will customize a solution – including private equity, debt, real estate and beyond.
Tax Planning
You need proactive planning advice – plain and simple. Tax planning goes well beyond what account to draw from and when. It involves business planning, corporate benefits, income planning and more.
Trust & Estates
Have confidence in your legacy plan. Our team will work alongside you to tailor a custom plan to your needs.
Charitable Giving
We help you support the organizations you care deeply about by finding efficient giving strategies to meet all your charitable goals.
Family Meetings
Leaving wealth for the next generation should be a family conversation. We can help facilitate these conversations with your loved ones.
Request A Consultation to Explore the Luxury and Benefits of Our Private Client Services
Want to Learn More?
The best way to begin investing in your life’s future is by starting a conversation with us. Our advisors are here to help and guide you through your financial goals without the use of high-pressure sales tactics. At Alderfer Bergen & Co. there are no initial consultations fees, no obligations and therefore, no stress.