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Complete Wealth Intergration


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What We Do

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Complete Wealth Intergration

  1. 1. COMPLETE WEALTH INTEGRATION Integrity * Independence * Innovation Weaver Tidwell Wealth Management
  2. 2. A G E N D A <ul><li>Introduction </li></ul><ul><li>Our Wealth Management Services </li></ul><ul><li>The Weaver Tidwell Difference </li></ul><ul><li>Your Current Situation </li></ul><ul><li>Your Short & Long-Term Goals </li></ul><ul><li>The Next Steps </li></ul>
  3. 3. W E A V E R T I D W E L L W E A L T H M A N A G E M E N T <ul><li>Providing comprehensive financial advice to help clients create, enhance, and preserve their wealth since 2001. </li></ul><ul><li>Managing more than $385 million in assets today. </li></ul><ul><li>Specializing in evaluating our clients’ wealth management plans, determining appropriate asset allocations, and recommending proper investments based on their needs. </li></ul>
  4. 4. C O M P R E H E N S I V E S E R V I C E S <ul><li>Protect family security </li></ul><ul><li>Estate planning opportunities </li></ul><ul><li>Disability protection </li></ul><ul><li>Long-term care needs </li></ul><ul><li>Investment alternatives </li></ul>Cash Flow & Retirement Planning Client’s Needs & Goals Estate Planning Strategies Risk Management <ul><li>Adequate income </li></ul><ul><li>Expense planning </li></ul><ul><li>Distribution strategies </li></ul><ul><li>After-tax performance </li></ul><ul><li>Specialized planning </li></ul>Investment Policy Statement, Risk Tolerance, Time Horizon, Tax Considerations Plan Implementation Continuous Monitoring <ul><li>Investment performance monitoring </li></ul><ul><li>Portfolio rebalancing </li></ul><ul><li>Financial plan updates </li></ul><ul><li>Maintain discipline </li></ul><ul><li>Scheduled meetings </li></ul><ul><li>Proactive planning advice </li></ul>Client’s Investment Strategy <ul><li>Estate tax issues </li></ul><ul><li>Family security </li></ul><ul><li>Gifting options </li></ul><ul><li>Trust alternatives </li></ul>
  5. 5. C O M P R E H E N S I V E A D V I C E & D I V E R S I F I E D P O R T F O L I O S
  6. 6. T H E I M P O R T A N C E O F D I V E R S I F I C A T I O N Annual Asset Class Performance in Last 15 Years *Average portfolio assumes an equal investment in all noted asset categories.
  7. 7. R I S K V E R S U S R E T U R N Stocks and Bonds 1970–2004 Risk is measured by standard deviation. Return is measured by arithmetic mean. Risk and return are based on annual data over the period 1970–2004. Portfolios presented are based on modern portfolio theory. Risk 9% 10% 11% 12% 13% 11% 13% 15% 16% 17% 18% 100% Bonds 25% / 75%:Minimum Risk Portfolio 50% / 50% 60% / 40% 80% / 20% Maximum Risk Portfolio: 100% stocks 12% 14%
  8. 8. T H E W EA V E R T I D W E L L D I F F E R E N C E <ul><li>Independent & Objective Financial Advice </li></ul><ul><li>Personalized Investment Policy Statements </li></ul><ul><li>Proactive Communication </li></ul><ul><li>External Expertise </li></ul><ul><li>Vast Resources & Technical Expertise </li></ul><ul><li>Unique Investment Opportunities </li></ul>
  9. 9. T H E W E A V E R T I D W E L L D I F F E R E N C E <ul><li>Providing independent & objective financial advice using an open architecture, non-proprietary, & best-of-class approach. </li></ul><ul><ul><li>Transparency: As fee-based advisors, the only fees we collect are from our clients – nothing from managers or funds that we use. This ensures we have your best interests in mind when giving advice. </li></ul></ul>
  10. 10. T H E W E A V E R T I D W E L L D I F F E R E N C E <ul><li>Creating personalized investment policy statements using a disciplined approach to understand your financial goals & analyze the gaps that exist. </li></ul><ul><ul><li>Customized Approach: The plans and portfolios we design are created to specifically meet each financial objective you have. In addition, we pay close attention to delivering high quality net returns that are tax efficient. It’s what you keep that counts. </li></ul></ul>
  11. 11. T H E W E A V E R T I D W E L L D I F F E R E N C E <ul><li>Proactively communicating through client meetings, telephone calls, & emails. </li></ul><ul><ul><li>Personal Service: Attending to our clients’ needs is paramount to the continued growth of our business. </li></ul></ul><ul><li>Accessing external expertise to solve complex issues you may have. . Resourceful: We work with separate investment account managers on a regular basis who have specialized expertise and typically manage $1 billion to $25 billion – providing you with expertise blended together in a customized way to meet your objectives. </li></ul>
  12. 12. T H E W E A V E R T I D W E L L D I F F E R E N C E <ul><li>Using the vast resources & technical expertise within Weaver and Tidwell. </li></ul><ul><ul><li>Integration: Working closely with tax professionals and financial and estate planners, we make sure your program is aligned appropriately. </li></ul></ul><ul><li>Offering unique investment opportunities through WT Capital when appropriate. </li></ul><ul><ul><li>Low-Correlating: WT Capital has developed unique private placement investments. These private offerings are introduced to you only if they are suitable for your risk tolerance and asset allocation portfolio. </li></ul></ul>
  13. 13. I N – D E P T H R E S O U R C E S <ul><li>Dispute services </li></ul><ul><li>Mergers & acquisitions </li></ul><ul><li>Valuation </li></ul><ul><li>Financial modeling </li></ul><ul><li>Cost management analysis </li></ul><ul><li>Turnaround consulting </li></ul><ul><li>Business review </li></ul><ul><li>Temporary placement </li></ul><ul><li>Direct hire placement </li></ul><ul><li>Succession planning </li></ul><ul><li>Human resource consulting </li></ul><ul><li>Tax planning & compliance </li></ul><ul><li>Tax return review </li></ul><ul><li>Cost segregation studies </li></ul><ul><li>Estate planning </li></ul><ul><li>Retirement & pension planning </li></ul><ul><li>Sales & use tax consulting </li></ul><ul><li>State income & franchise tax planning </li></ul><ul><li>Property tax consulting </li></ul><ul><li>International tax </li></ul><ul><li>Integrated services </li></ul><ul><li>Fee-based independent investment advice </li></ul><ul><li>Unlimited access to investments </li></ul><ul><li>Private placements </li></ul><ul><li>Financial planning </li></ul><ul><li>Estate planning </li></ul><ul><li>Individual insurance planning & procurement </li></ul><ul><li>Health & welfare employee benefits consulting </li></ul><ul><li>Independent insurance brokerage </li></ul><ul><li>Provider due diligence </li></ul><ul><li>Regulatory compliance </li></ul><ul><li>Risk management & insurance program review </li></ul><ul><li>Retirement plan fiduciary review </li></ul><ul><li>Plan co-fiduciary role </li></ul><ul><li>Employee education </li></ul><ul><li>Operations improvement </li></ul><ul><li>Cost management </li></ul><ul><li>Finance & analytics </li></ul><ul><li>Project services </li></ul><ul><li>Technology </li></ul><ul><li>International services </li></ul><ul><li>Audit, review, & compilation </li></ul><ul><li>Internal audit review </li></ul><ul><li>Specialized financial reports </li></ul><ul><li>Reports to governmental agencies </li></ul><ul><li>Budget analysis & development </li></ul><ul><li>Proforma & projected financial statements </li></ul><ul><li>Automated bookkeeping </li></ul><ul><li>Accounting system review </li></ul>Compliance Services Tax Strategies People Services Transactional Services Consulting Private Client Strategies Personal & Corporate Benefits
  14. 14. I N T E G R A T E D A P P R O A C H <ul><li>Business succession </li></ul><ul><li>Family transfers </li></ul><ul><li>Charitable gifting </li></ul><ul><li>Balance objectives </li></ul><ul><li>Manage cash flow </li></ul><ul><li>Explore opportunities </li></ul>Insurance and Tax Planning Estate Planning Investment Management Financial Planning <ul><li>Annual tax strategies </li></ul><ul><li>Life insurance </li></ul><ul><li>Long-term care </li></ul><ul><li>Goal-based allocation </li></ul><ul><li>Tax-sensitive managers </li></ul><ul><li>Private placements </li></ul><ul><li>Investment banking </li></ul>
  15. 15. P E R S O N A L I Z E D S E R V I C E <ul><li>Your Current Situation </li></ul><ul><li>Your Short & Long-Term Goals </li></ul><ul><li>Our Next Steps </li></ul>
  16. 16. <ul><li>QUESTIONS ? </li></ul><ul><li>12221 Merit Drive </li></ul><ul><li>Dallas, Texas 75251 </li></ul><ul><li>972-960-1100 </li></ul><ul><li>Our Success Depends On Your Success </li></ul>Weaver Tidwell Wealth Management