Botsford Private Wealth is a comprehensive wealth management division that services clients in more than 30 states. Specializing in asset protection and risk management allows us to help high net worth individuals utilize their financial resources to pursue their aspirations for themselves and their loved ones. We understand the complex needs of affluent corporate executives and professionals. Our mission is to provide help in the areas of highly concentrated company stock option programs and the implications of applicable incentive programs.

Our firm specializes in multiple facets of financial planning. Our standard of exceptional client service and meaningful, long-term relationships, helps us to customize our strategies to your needs. Our planning process acknowledges the existential risks that exist for all senior-level executives and their families.

Market Risk

Liability Risk

Legacy Planning

Tax Planning

Our Commitment To You:

Estate & Legacy Planning

  • Life Insurance Analysis
  • Coordination of Gifting to Insurance Trusts
  • Family Meeting
  • Titling & Beneficiary Review

Cash Flow & Investment Planning

  • Cash Flow Plan
  • Asset Projections
  • Stock Option Excercise Analysis
  • 401(k) Asset Allocation

Asset Protection & Insurance

  • Review Strategies
  • Home, Auto & Excess Liability Insurance Analysis
  • Health Insurance Analysis
  • Long Term Care Insurance Analysis

Tax Preparation & Planning

  • Income Tax Analysis
  • Estate Tax Estimator
  • Tax Mitigation Strategies
  • Annual Tax Preparation
Kaizen Approach
Podcast image (4)

 

W A N T   T O   L E A R N   M O R E   A B O U T   B O T S F O R D    P R I V A T E    W E A L T H ?

Contact Us!

Email zbeckerley@meritfa.com or call us at 214.423.4200