Thomas-Kopelman
We help high net income/ high worth business owners manage their entire financial life.
Thomas-Kopelman · Carmel, Indiana
Is this you, Thomas?
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About
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have 2 licensed financial advisors and tax professional on the team that all work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Ultra high net worth
- Executives
- Founders
- Pre-retirees
- Early-career professionals
- Real estate investors
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Debt Management
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Portfolio Management
- Real Estate Advisory
- Social Security Planning
- Wealth Management
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
Structured record
| Name | Thomas-Kopelman |
|---|---|
| Firm | Thomas-Kopelman |
| Location | Carmel, Indiana |
| Fee model | Flat Fee/Retainer · One-Time Financial Planning Fee |
| AUM | $25M - $100M |
| Founded | 2021 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Designations | Series 66 |
| Investment approach | Blend of both |
| Website | allstreetwealth.com |
| /thomaskopelman/ |
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Specialties
- Crypto & digital assets
- Real estate investors
- Small business owners
- Retirement planning
- Equity compensation
- Sustainable & impact investing
- Family wealth transfer