Reach Out & Get Started
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Comprehensive Wealth Management Services for Long Term Financial Success
Guidance Designed to Grow and Protect Your Wealth
We provide holistic financial planning services, investment advisory, and family office support that give individuals, founders, and families the clarity and structure needed to reach long term financial goals.
Our wealth management services are built for individuals and families who want a trusted partner to help them grow, preserve, and transfer wealth with intention. We combine disciplined investment management services with comprehensive financial planning services to ensure each client’s financial life is managed with clarity and a long-range perspective.
Our team provides support across retirement planning, estate and trust structures, tax efficient investing, risk management, and cash flow optimization. We assist business owners and executives with liquidity planning, equity compensation, and multi-generational wealth transfers that bring families together around shared priorities.
For clients who need deeper involvement, we offer family office services that include bill pay, recordkeeping, philanthropic guidance, consolidated reporting, and coordination with legal, tax, and investment professionals.
Our team provides support across retirement planning, estate and trust structures, tax efficient investing, risk management, and cash flow optimization. We assist business owners and executives with liquidity planning, equity compensation, and multi-generational wealth transfers that bring families together around shared priorities.
For clients who need deeper involvement, we offer family office services that include bill pay, recordkeeping, philanthropic guidance, consolidated reporting, and coordination with legal, tax, and investment professionals.
A Wealth Management Team You Can Depend On
Do you support founders and business owners?
Yes. We support founders with liquidity event planning, equity compensation strategy, business succession, and structured financial planning services that protect long term wealth and support multi generational goals.
Can Wealth Management integrate with other Count services?
Start a Conversation With the Team Behind Count
Schedule a confidential conversation with our team to explore how Count’s platform, permanent capital, and AI capabilities can accelerate your firm’s growth and transformation.