Artistic Wealth

Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom-tailored planning and a fiduciary wealth partner who listens and acts in the best interests of the client. Using personalized strategies, we help our clients achieve their goals. We avoid cookie-cutter plans and provide value through a highly individualized approach.

Endowments

We assist endowments by utilizing advanced planning to help you meet your obligations, maintain a clear investment policy statement, and benefit from direct access to a fiduciary wealth partner who is a Certified Investment Management Analyst® (CIMA®) professional.

Retirees & Pre-Retirees

Our team includes a Certified Retirement Planning Counselor® (CRPC®) professional with extensive experience in retirement income planning, long- and short-term tax-reduction strategies such as minimizing RMDs, and estate planning designed to help position assets outside your taxable estate. We provide a dedicated, one-on-one planning experience.

Entrepreneurs

We assist entrepreneurs in optimizing taxes and cash flow. We help you implement advanced IRS-compliant tax strategies that reduce long-term liabilities while maximizing flexibility and supporting business growth.

Athletes & Entertainers

We assist athletes and entertainers and have a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) professional on our team. We support the unique needs of high-income individuals, including estate-tax mitigation, AMT and SALT considerations, state-of-domicile planning, non-commissioned insurance guidance, and optimized cash-flow and business-structure planning.

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements.