Wealth Management

What is Wealth Management?

At Parrish Capital We offer a variety of ways to help meet your unique wealth management needs. Whether you're looking to build and preserve wealth, save for retirement or leave a legacy for the people and organizations you care about, we have many account and asset management options as well as professional services designed to help keep you on track to achieve your long-term goals.

Investment Planning

Consistent with your expressed financial concerns and objectives, we will advise you regarding investment alternatives. We will review your present investments and make recommendations regarding the suitability of such holdings in light of your financial objectives. We will advise you on recommended asset allocations considering your need for appropriate liquidity, income, and growth of investment capital.

Estate Planning

We will review your wills, trusts, and other pertinent documents to help ensure that your estate will pass in accordance with your testamentary desires. Where appropriate, we will suggest council for reducing your estate taxes or other costs.

Cash Flow Management

We will provide you with cash flow projections showing estimated sources and uses of funds. These projections will allow you to coordinate cash inflows and outflows and will enable you to see the cash flow impact of investment decisions you make.

Education Planning

If applicable, we will advise you regarding alternative suggestions for the funding of your children’s education. A primary emphasis will be placed on reducing the after-tax cost of providing for your children’s education.

Tax Planning

We will analyze your current financial posture from the standpoint of projected federal income tax liability and, where appropriate, advise you regarding strategies to prudently reduce your income taxes.

Retirement Planning

We will analyze your situation to determine as accurately as possible what steps need to be taken in order for you to achieve your financial independence goals.

Risk Management

We will review and analyze your personal insurance program and make recommendations consistent with your desire to insure against risk of loss.