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Who are My Clients?

Waite Financial clients are affluent individuals and families who desire a holistic approach to their wealth management and legacy planning.

Oftentimes they are in significant transition and require strategic help, for example, with:

• the timing of retirement
• complex tax or estate planning issues
• the timing and exercise of stock options, deferred compensation payouts, and other business/career benefits
• the sale of a closely held business

Sometimes they are “suddenly wealthy” as a result of an unexpected inheritance, a significant liquidity event, or an increased value in a concentrated stock position.

Many are women who seek safe environments where they are not pressured into making hasty planning and investing decisions.

These situations may present more complexity and require an understanding of family dynamics and aspirations and an ongoing process to address the opportunities and risks that accompany them.