We’ll help you make the most of your employer-sponsored retirement plans and IRAs. We will work with you to determine how much you need to retire comfortably, and then manage your assets before and during retirement. We will work with you to create a distribution plan that helps provide the retirement lifestyle you desire.
We will review your wills and trusts with the goal of preserving your estate for your intended heirs. We can help with beneficiary designations and minimize your exposure to estate taxes and probate costs. We encourage coordination with your current tax and legal advisors to come up with a cohesive strategy for your legacy.
The decisions you make about when to buy and sell investments, and about the specific investments you choose, can help to impact your tax burden. While tax considerations shouldn’t drive your investment strategy, consider adding Featherston Wealth Management to your team. We work closely with Tax Professionals to come up with tax efficient strategies for your portfolio.
Our Insurance resources are designed to ensure that our clients have the most appropriate solutions at a competitive cost. As with all of our services, the result of an insurance review will be an independent, objective evaluation of your goals and current situation.
“Featherston Wealth Management has helped me make the most of my wealth. They are highly educated, intelligent and most importantly they genuinely understand money.”
Since inception, Featherston Wealth Management has been totally focused on building Mainstreet relationships. While providing Wall Street resources to our clients.
Featherston Wealth Management has a process driven framework that enables us to give our clients quality financial planning through our structured and aggressive approach. Ryan Featherston has access to a wide variety of financial tools to help clients work towards their various goals.