Financial Professional Consulting Services
Financial Professional Consulting Services
At Tortuga Wealth Management, we put the best interest of our clients and our community first. No matter your current life situation, we are able to design integrated plans and strategies depending on your exact needs and goals. Many clients choose to work with us by having our advisors actively manage their portfolios in a discretionary capacity. For clients who choose to work with our team more on a consultative basis, we have designed various Financial Planning packages to assist with educating them in a very "hands on" approach so that they can confidently make prudent decisions concerning their financial future.
Essentials
Our Essentials level financial consulting package is designed for those who feel that their financial situation is currently stable and expect it to be so for the foreseeable future. This package is ideal for those who would like to touch base with us on occasion for reviews and new offerings. This more simplified package offers:
- Current Portfolio Analysis
- Investment Objective, Risk Tolerance Analysis
- Income Needs Analysis
- College Planning Analysis
Elevate
Our Elevate level financial consulting package is ideal for those who are beginning to establish their short- and long-term goals, and how their financial planning can facilitate working toward those goals. We will assist you in identifying all of the variables that you must consider when planning for your future, while setting realistic expectations. Services offered in the Silver Package are:
- Current Portfolio Analysis
- Investment Objective and Risk Tolerance Analysis
- Income Needs Analysis
- Simple Retirement Planning Analysis
- Optimal Asset Allocation Design
- Annual Diversification and Performance Analysis
- Annual Account Review (In Person or via Teleconference
Enterprise
Our Enterprise level financial consulting package offers a more extensive list of services for higher-net-worth individuals and their families with a more comprehensive dive into planning for education, insurance needs, and tax-efficient investing. In addition to the services offered in the Silver level packages, the Gold level package offers:
- Comprehensive Retirement Planning
- College Planning
- Assist you with finding tax efficient investments for your particular situation
- Semi Annual Account Review (In person or via teleconference)
- Semi Annual Diversification and Performance Analysis
- Unlimited correspondence (via phone calls, emails) with advisors
- Weekly Market Commentary (via email)
Elite
Our Elite level financial consulting package offers the most comprehensive list of services and products, ideal for wealthy individuals and their families, with further emphasis on multigenerational estate and wealth planning, charitable giving, and other products and resources. In addition to all services offered in the Silver and Gold tiers, the Platinum level package offers:
- Estate Planning Strategies
- eMoney Access (Client friendly financial planning platform)
- Insurance Planning (Life, Long Term Care, Disability)
- Unlimited Account Reviews and/or Teleconferences
- Joint meeting with Attorney, CPA, or Beneficiaries
- Scheduled Communication with Institutional Managers
- Outside Charitable Gifting Strategies