Our Personal Services division serves individuals in areas including investment management, tax, estate, financial planning services and daily money management.
For families of private wealth as well as high-net-worth individuals, Warren Averett can act as your family’s personal CFO, coordinating day-to-day accounting, taxes, succession planning, payroll, bill payment and charitable giving.
We will be there to support you through marriage, divorce or any other family changes. As we work to paint the financial picture you need, clients benefit from our work, providing financial analysis, advice and tax understanding, which are all critical considerations to your personal financial plans. As your trusted adviser, we can play a key role in delivering customized solutions to fit your lifestyle and financial needs.
Ensuring the financial snapshot complements all aspects of the financial plan including investments, retirement, education, estate, risk management and tax planning.
Providing strategic advice and a personalized plan to ensure estates and assets are in the best position to make important elections.
Managing investment portfolio, estate planning, real estate, staff and other provisions for high performing individuals and families.
Providing busy executives and retirees with a customized cache of personal accounting services and lifestyle management support to meet individual needs.
Providing C-Suite employees and business leaders with personal financial peace of mind so they can focus on leading day-to-day business needs.
Learn more about our team members’ expertise, insights and how we can help you thrive.
Questions about how we can help you or your business thrive, or want to learn more about Warren Averett? Get in touch with us today!