Bradley Wilks Archives - PBMares Wealth Management

Services
- Investment Management
  
  Investment Analysis
  
  Portfolio Construction
  
  Smart Asset Location / Tax Alpha
- Retirement Planning
  
  Lifestyle and budget review
  
  Manage risk in advance of retirement
  
  Pension and Social Security analysis
  
  Retirement and defined benefit plans
  
  Company stock option analysis
  
  Exit Planning
- Family Advisory
  
  Education savings plans
  
  Multigenerational legacy planning
  
  Next generation personal finance 101
  
  Special needs child planning
  
  Elder care planning
- Estate Planning & Trust Considerations
  
  Wills, trusts, and POA review
  
  Charitable vehicles
  
  Wealth transfer and gifting
- Insurance & Risk Management
  
  Wealth preservation and risk analysis
  
  Life insurance review
  
  Long-term care needs analysis
  
  Disability coverage
- Foundation and Endowments
  
  Board member education
  
  IPS Review
  
  Investment analysis
  
  Portfolio Construction
  
  Investment monitoring
- 401k/Retirement Plans
  
  3(21) Co-Fiduciary Advisor Services
  
  3(38) Discretionary Advisor Services
  
  Quarterly Monitoring Reports
  
  Plan Governance Consulting & Guidance
  
  Financial Wellness Programming & Help For Your Participants
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