Wealth Management Services
At Conscience Bay Capital, the pursuit of giving you and your family the ability to work, retire, and live the way you want is something we take personally. It is the reason we take the time to know you as a person- with your family, your goals, and real situations that affect those goals. We are able to make the connections between your finances and life clear, so you can make decisions with genuine certainty.
How we help our clients:
Investment Management
- Institutional process
- Fee-conscious approach
- Security Selection
- Risk-managed strategies
- Tax efficiencies
- Ongoing monitoring
- Portfolio rebalancing
- Indexed and active management
Financial Planning
- Risk tolerance
- Asset allocation strategies
- Investment policy statement
- ESG investments
- Stock concentration
- Review ESPP and RSU
- Annual Review
Retirement Planning
- Retirement goal setting
- Social Security planning
- Business planning
- IRA contributions and Roth conversions
- 401(k) and other retirement plans
- Self-employed retirement plans
- Pension planning
- RMDs and withdrawal strategies
Business Planning
- 401(k) plan review
- Liquidity events
- Succession planning
- Access to lending services
- Business consulting
“Nobody can predict interest rates, the future direction of the economy or the stock market. Dismiss all such forecasts and concentrate on what’s actually happening to the companies in which you have invested.”
-Peter Lynch
