High Net Worth Financial Planning

High net worth financial planning is complex; it takes precision, experience, and individualization, which may be hard for one person to do. This is why we at GPS Wealth Management provide comprehensive financial planning to high-net-worth individuals that need more than generic answers. With our decade of experience, we help high-net-worth and extremely high-net-worth individuals preserve, grow, and pass on their fortune regardless of how complex their financial situation may be.

What Is Financial Planning for High Net worth?

High-net-worth financial planning is highly individualized work designed especially for individuals with $1M+ worth of investable assets. It is so much more than retirement plan savings accounts and budgets; it is looking at one’s assets, planning for generations to come, minimizing taxes, and tailored investment planning. Ultra-high net worth financial planning has an even wider scope: succession planning, philanthropic structures, liquidity event planning, and family-focused office management.

From our experience serving high-net-worth individuals, we know that a one-size-fits-all approach to financial planning simply won’t work. The team at GPS Wealth Management builds personalized plans based on each client’s risk tolerance, values, and legacy aspirations. So, what are you waiting for? Don’t risk your future and schedule your complimentary consultation today!

Why It Matters Now

Most up-to-date statistics indicate that the wealth is growing, along with the dangers.

North America alone has 7 million HNWs and more than 900,000 UHNWs, with liquid investable assets being valued an incredible $67 trillion. Despite the availability of resources, just 26% of Americans possess an estate plan. But 74% of HNW and 86% of UHNW investors maintain active asset preservation strategies, with nearly two-thirds anticipating higher market volatility.

These figures speak volumes: money is available, but strategic planning is not.

How GPS Wealth Management Supports You

At GPS Wealth Management, we offer high-net-worth and ultra-high-net-worth financial planning that emphasizes one-on-one attention, discretion, and strategic wisdom. This is how we help you to control your financial future:

Customized Planning for Complex Portfolios

Our high-net-worth financial planning strategies are crafted from the ground up to reflect your passions, real estate, equities, alternative investments, and philanthropy. We combine tax, legal, and investment concerns into one integrated plan.

Risk Mitigation & Market Volatility Preparedness

As an experienced industry veteran with numerous years under our belt, we recommend that you establish agile portfolios that shield against volatility. We use macroeconomic shifts, asset-class diversification, and liquidity stress tests to guard your future.

Estate & Legacy Planning

Whether you are preparing to pass on the family business or establishing a charitable foundation, your high net worth financial planning strategies look after your legacy. We guide you through trust structures and gifting strategies, among others, to work towards lasting intergenerational wealth transfer.

Behavioral Insight & Strategic Adjustments

After going through dozens of case studies, we noticed that 46% of HNW individuals plan to change or add advisors in the next 24 months, highlighting the requirement of personalized service and sustainable investment opportunities. Our team leads with transparency, personalization, and purpose-driven planning.

What Sets GPS Apart?

We at GPS Wealth Management stand apart due to our absolute commitment to customized client service and financial planning. We take the time to listen to your individual goals, values, and concerns. Our advisors work collaboratively, frequently becoming the one advisor responsible for all aspects of your financial life. 

Working relationally and proactively, we prioritize clarity, communication, and long-term independence. Whether it’s investment management, tax planning, or retirement planning, we’re committed to reducing complexity so that you can make informed decisions. We don’t manage money; instead, we assist you in designing the future you dream about, step-by-step.

Let’s Build Your Legacy, Not Just Your Balance Sheet

The world of financial planning for ultra-high net worth individuals is evolving. Don’t settle for reactive planning or one-size-fits-all advice. Our professionals at GPS Wealth Management offer ultra-high-net-worth financial planning customized to your goals, guided by data, and founded upon established relationships.

If you are ready to look into the future of financial planning for high-net-worth individuals, we are precise, experienced, and ready to take the lead. Don’t waste time; discover your custom wealth strategy today.