Wealth Management
Let’s work together to create a customized institutional-quality portfolio.
Wealth Management
- Financial Planning
- Investment Management
- Risk Management
- Philanthropic Planning
- Next-Generation CIO Services
How Can We Help?
If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges.
How Can We Help?
If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges.
Connecting Planning and Management
Interwoven seamlessly with your financial planning are our wealth management services. Our dedicated team analyzes markets and crafts sophisticated investment strategies on your behalf, ensuring a behind-the-scenes intricacy that remains transparent to you. Your investment experience with Bondurant is designed to exude a sense of steady calm, with a focus on delivering results. Our efforts expand beyond financial planning and investments. We look at all aspects of your financial picture and work to ensure that we plan first and then invest to help maximize positive outcomes. Explore the different aspects of wealth management.
Financial Planning
Bondurant Investment Advisory prioritizes a thorough exploration of our clients' goals, crafting plans aligned with their financial resources. Employing a holistic approach, we concentrate on real-life scenarios, utilize financial planning software, and incorporate mean reversion to better understand your risk and create optimized portfolios. We cherish profound relationships with our clients, delivering personalized advice that aligns with their best interests and upholds our fiduciary responsibilities.
Learn more about our approach to financial planning.
Philanthropy
Ensure the security of your legacy by addressing crucial questions. Have you updated your wills, established powers of attorney, and executed health care proxies? When was the last time these documents were reviewed? Additionally, consider whether your estate plan aligns with the beneficiaries listed on your various investment accounts. Learn more about when and how to broach the topic of estate planning with your children and extended family, fostering open and informed discussions about your financial future.
Learn more about our approach to legacy planning.
Investment Management
In formulating our investment process, we integrate insights from behavioral finance and academic literature to establish an optimal asset allocation, offering clients the greatest chance of realizing their financial objectives. Recognizing that both individual and advisor biases can impede portfolio performance, we strive to shield clients from suboptimal investment decisions. Our goal is to empower clients to capitalize on market mispricing resulting from behavioral biases.
Learn more about our investment philosophy.
Risk Management
With NEBO, you gain the ability to systematically and accurately assess the risks of not achieving your financial goals across various potential portfolios. Bondurant further examines your insurance needs, tailoring recommendations based on your individual circumstances.
Learn more about mean reversion.
Hands-On Execution for Optimal Results
Concentrated Stock Strategies
- Develop and execute strategies to manage and diversify concentrated stock positions.
Tax Loss Harvesting
- Proactively minimize your tax liability by identifying and realizing losses to offset gains.
Insurance Planning
- Review and implement insurance strategies to protect your assets and income.
One-Off Financial Transactions
- Guidance and management for complex transactions such as home sales/purchases, mortgages, asset-secured loans, and 1031 exchanges.
Cash Flow Management
- Ensure liquidity and financial stability through short-term cash flow sourcing, cash reserve maintenance, and retirement withdrawal strategies.
Estate Planning Advice and Coordination
- Navigate the complexities of estate settlement with expert advice and coordination, ensuring your legacy is preserved and distributed according to your wishes.
Identify and Execute Tax Strategies
- Implement deferred and exempt tax strategies tailored to your financial situation.
- Manage 401(k), IRA, Roth IRA, SEP IRAs, HSAs, Pension Plans, 529 Plans, Roth Conversions, and Charitable Giving Strategies.
Peace of Mind
The question is, what exactly are your life goals, and do you have a financial plan that can meet those life goals? As your financial advisor, we’re here to help chart the course toward your desired destination.
Legacy Planning
Enhance and preserve assets to pass on to future generations. Ensure a lasting impact to your family and community.
Getting Started
Peace of Mind
The question is, where exactly do you envision going with your wealth? As your financial advisor, we’re here to help chart the course toward your desired destination.
Legacy Planning
Getting Started
Financial Planning
Discover More Insights
Read our engaging and knowledgeable wealth management resources to help you make informed decisions.
Get In Touch
Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.
Get In Touch
Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.
