Our Services

Wealth Management Tailored to You.

We understand that no two financial goals are exactly the same and neither are the concerns that come with them.  Whatever keeps you up at night - leaving a legacy for future generations, being able to make charitable gifts, retiring on your terms - it's our mission to remove the uncertainty and keep you on track.

Customized Asset Management Designed to Preserve Wealth

Studies show approximately 80% of portfolio returns are derived from asset class and sector selection, while 20% of returns come from individual product selection.  At Wakefield Venture Group, we are mindful of this 100% of the time.  The more we analyze asset classes and subsectors, the more optimal risk-adjusted returns can be generated from your portfolio.

• Brokerage Accounts
• Traditional IRA
• Roth IRA
• SEP IRA

• Simple IRA

Financial Planning

We appreciate that our clients have put their trust in us, and we pledge to do everything we can to make them well satisfied with their decision.  As a completely independent firm following the highest fiduciary standards of business, we assure you all decisions we make will be in your best interests.  Our sole purpose is to create better financial outcomes for our clients through three core pillars: understanding your needs, providing integrated advice, and striving for simplicity.

Tax Planning

Whether you’re saving for retirement or already living in it, a sound tax strategy will improve your financial outcomes. Our team can work with you to plan a tax strategy that matches your financial plan. We can help with:

• Investment Tax Planning
• Business Tax Planning
• Income Tax Planning
  
  

Business planning

Making the decision to leave your business is tough. Whether you’re considering transferring your business to the next generation of your family, selling it to employees or another entrepreneur, being acquired by a larger company, or dissolving it entirely, this decision may be the biggest financial transaction of your life.

Whichever path you select requires tax, legal, financial, operational, and risk management expertise. We can help you with the entire exit planning experience. We’ll help you plan so you can leave your company on your terms with complete control and maximum value.

Whether you’re years from exiting or seeing it in the near horizon, we should talk. Our business and strategic planning guidance will help you get where you want to go.

Estate Planning

It’s important that your wealth passes to your heirs in the way you’d like it to, correctly and seamlessly. From generational wealth planning to charitable and gifting strategies to allocating assets among dependents, we’ll work with you to make sure your wishes are followed. Among the estate services we provide are:

• Asset Protection
• Multigenerational Planning
  
• Philanthropic Planning

Insurance Services

Through our holistic planning approach, our team reviews and identifies risks within your planning and demonstrates how proper risk management strategies can help protect your assets. We’ll review the appropriateness of:

• Disability Income Insurance
• Life Insurance
• Long Term Care Insurance
  
• Business Insurance