PRIVATE WEALTH MANAGEMENT
ALIGNED WITH YOUR GOALS
We sort through complexities, leverage opportunities, and identify resources to create a successful strategy that allows our clients to be in control and if desired, build legacies for their families, organizations, communities, and themselves. We provide wealthy families and individuals with objective financial planning through our fee-only advisory model. Clearstead Trust’s integrated service model provides clients with clarity that aligns investment strategies with client and family objectives.
Financial Planning Considerations
WE BELIEVE THAT HAVING A PLAN, WHICH CAN ALWAYS BE UPDATED, GREATLY INCREASES THE CHANCES OF ACHIEVING YOUR OBJECTIVES.
ARE MY FINANCES ALIGNED WITH MY GOALS AS AN INDIVIDUAL AND ASPIRATIONS FOR MY FAMILY?
HOW CAN I BE SMART ABOUT TAXES AND AT THE SAME TIME TRANSFER WEALTH TO MY CHILDREN WHILE STILL KEEPING MY OPTIONS OPEN FOR FUTURE PHILANTHROPY?
AM I BEING TRUE TO MY RESPONSIBILITIES AS A STEWARD OF CAPITAL AND MANAGING MY AFFAIRS AT A REASONABLE COST?
Clients ask us these questions often. Our answer is to be diligent in understanding our clients’ entire financial situation as it relates to investment, tax, and multi-generational planning. Having this integrated perspective allows us to answer client concerns thoughtfully and completely. We understand that this work is comprehensive and requires material effort to gather information. However, based on our client experience, we believe this is the best approach to thinking through complicated financial problems and ultimately implementing the best solutions for you and your family.
OUR SOLUTIONS
Cash Flow Planning
Steadfast, comprehensive, thoughtful, and customized financial planning is critical to creating a roadmap that will guide cash flow as seamlessly as possible.
Integrated Tax Planning
Clearstead Trust views tax planning as integral to other financial planning processes, such as investment strategy and mapping cash flow.
Multi-generational Planning & Investments
WEALTH MANAGEMENT AT YOUR FINGERTIPS
Find Your Trust
CLEARSTEAD TRUST IS STRUCTURED TO PUT CLIENTS’ INTERESTS FIRST THROUGH OUR FEE-ONLY ADVISORY MODEL. WE ARE INDEPENDENT AND BELIEVE THIS IS CENTRAL TO PROVIDING OBJECTIVE ADVICE TO CLIENTS.
Wealth Management Services
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Clearstead Trust, LLC, a wholly owned subsidiary of Clearstead Advisors, LLC.
Clearstead Trust is a Maine chartered Trust Company and private client advisory firm that aims to build and protect clients’ wealth over time.
CONTACT US
1 Union Street | Suite 302
Portland, ME 04101
207-775-7200
© Clearstead Trust | All Rights Reserved