One focus. Empowering both your dreams of today & tomorrow.
Wealth, Health and Your family.
Our services are designed to let you live the life you love with clarity, confidence and passion. The Banyan Wealth team will work with you and any professional advisors you may already consult to select the services that best suit your needs, then apply our asset investment insight and expertise to customize the appropriate solution to your unique situation.
Financial Planning
Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes from knowing your assets are invested well. We provide wide-ranging, comprehensive financial planning that considers success both today and in the future.
Wealth Management
As your trusted partner, we help you pursue your goals by constructing a broadly diversified portfolio that is fully customized to suit your interests and preferences. Through clear, constant and open communication, we help you understand what you own and why, placing your best interests above all else, always.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Risk Management
Our purpose is ultimately to protect all that you have worked to build. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks and build a contingency plan to help limit possible effects. We’ll align your risk level with your risk tolerance, exploring what actions and plans to put in place to provide the level of protection you want, need and deserve.
College Planning
Navigating college finances is essential for students' academic and future financial well-being. With rising costs, strategic planning helps students make informed decisions about loans, scholarships, and work-study options. Consulting professionals fosters financial responsibility and resilience, preparing students for post-graduation challenges.
Selling a business
Selling a small business requires meticulous financial planning to maximize value. Assessing finances, valuing assets, and understanding market dynamics are key. Aligning with the owner's goals and addressing legal obligations ensure a seamless transition. Strategic planning empowers owners to exit confidently and secure their financial future.