The tax benefits associated with charitable giving could potentially enhance your ability to give.
Davis Executive Wealth Management
金融服务
Boston，MA 123 位关注者
We specialize in working with corporate executives, business owners & entrepreneurs for their wealth management needs.
关于我们
I have been in the financial planning & investment management business for over 25 years. Our group manages $500 Million for 130 high net worth families. Our primary focus is working with C-Suite executives - those who are building wealth, pre retirees & retirees – of public/private companies to design and implement a comprehensive financial planning and investment strategy. Quite often this also includes planning for concentrated stock & stock option positions. We take a proactive approach to investing, planning & client service that concentrates on superior service and execution. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm.
- 网站
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https://www.davis.stewardpartners.com
Davis Executive Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Boston，MA
- 类型
- 私人持股
- 创立
- 1998
地点
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主要
获取路线
One International Place
Suite 3210
US，MA，Boston，02110
动态
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In certain circumstances, you can take money from your IRA.
I need money: can I take funds from my IRA?
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You've built, grown, and succeeded—now what? For many, transitioning from years of building a business to managing newfound wealth can feel overwhelming yet full of potential. That’s why we created Life After the Exit, a white paper tailored for entrepreneurs and individuals navigating this unique phase of life. Inside, you’ll find guidance on: ? Finding balance and purpose after financial success ? Managing wealth with clarity and confidence ? Raising children with strong values amidst affluence ? Building a lasting legacy through strategic planning Access the white paper here: https://ow.ly/18rz50UgbSk
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Numbers dominate our decisions — on what to buy, whom to hire and where to donate money. Researchers call it the “quantification fixation” and it can warp human judgment.
Trying to Quantify Everything Is Hurting Our Decisions
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Conversations about money with loved ones can be downright awkward, especially around the holiday season. While it might seem easier to avoid the topic, being honest and transparent with loved ones might actually be better for your relationships.
How to Talk Money With Loved Ones This Holiday Season
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Too often, the decision to leave work is made in isolation, without getting the advice of others who know you. That’s a mistake.
The People to Speak to Before You Retire, and the Key Questions to Ask Them
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Choosing whether to invest in a Roth or traditional IRA takes many factors into consideration.
Should I invest in a Roth IRA or a traditional IRA?
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Nov. 18, 2024 Morning Update https://ow.ly/HotY50U8ZUs
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Economists make projections and fools make predictions – expectations are another matter. You can expect we'll still be talking about these 10 priorities in 2025.
How To Make Smarter (And Fewer) Business Predictions For 2025
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Make your employee benefits package stand out by offering programs that cover a variety of special circumstances.
Employee Benefits for Special Circumstances
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