Helping You Plan Your Wealth
Some let success go to their head, and then some let it go to their heart. We believe our clients fall into the latter group. They see wealth not only for what it can do for them but also for how it can help their family and community. At Noble Wealth, we are drawn to those who are like-minded and share our values – and we are passionate about delivering a level of financial guidance worthy of such high-minded principles.
Who We Serve
Healthcare Professionals
Helping Physicians address their unique needs.
As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we.
We understand your unique needs to protect against liabilities and other risks, preserve your assets from excessive taxes, mitigate the effects of healthcare cutbacks, manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums, and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.
We help by creating a comprehensive financial plan designed to address every important aspect of your personal and professional life, including everything from funding your children’s college educations to having an estate plan. By collaborating with your tax and legal advisors, we can create limited family partnerships or asset-protection trusts, secure umbrella insurance coverage, and help you find solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.
You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.
Business Owners
Helping Business Owners pursue the opportunity.
You never dreamed it would happen to you. You've poured your heart and soul into your own company, building it into a significant corporation, and, out of nowhere, you get an offer from a prospective buyer. Now what? Am I ready to sell? What is my business worth? What are the tax implications? What about my employees and customers?
At Noble Wealth, we understand the challenges business owners often face – tax liabilities, succession planning, employee benefits, and the implications of a business's sale. You devote long hours to running and building your business and do not have the time to devote to the crucial financial matters that must be addressed nonetheless. As with most business owners, your wealth is probably intertwined with your business, and you need to have a solid exit plan in place for the eventual transfer of wealth needed to fund your retirement.
Often a transaction can't be completed until the business owner knows what they need, and one does not know what they need until they consider the next phase of life. We are highly experienced in helping business owners prioritize what's important and advance to the next phases of their lives.
Families
A steadfast financial partner for families and individuals.
Families and Individuals have many needs when it comes to holistic financial planning. Among these are retirement and estate planning, college savings, emergency funding, and at times, family members with special needs and dealing with death, divorce, or career changes. Building a custom financial plan brings strength during the transition.
Our mission is to help simplify our clients’ lives by building a solid financial plan to understand and use as a road map to meet their goals. Having this in place can help provide balance in life and allow clients to spend their time in more fulfilling ways. Life is short, and our clients’ time is better spent focusing on relationships, family, and hobbies- not stressing over money. At Noble Wealth, we are passionate about helping our clients find this vital balance.
Retirees
Helping Retirees live well in retirement.
After decades of work, you’ve made it to a well-deserved stretch of freedom called retirement. Now the question is how to make your money last through this new phase of life. Your retirement might last three decades or more, so it’s crucial to take a long and fulfilling life into account when you create your financial plan. Our knowledgeable team can help guide you in exploring the possibilities. As your financial guide, we’ll help you figure out a withdrawal strategy that fits your situation and helps you pursue meaningful goals. After all, you’ve got a lot of living to do.
KEEPING IT INFORMAL
Let’s meet for coffee
We know it’s about relationships. You have no desire to open your financial life to someone just looking to make money off of you, but someone who becomes a friend and keeps your best interest foremost in determining what advice to offer.