Services

The diagram below shows the range of services that John Thomas Financial Private Wealth Management and its affiliated persons can offer, and how the John Thomas Financial Private Wealth Management Team surrounds our clients and their families with the expertise and advice necessary to choose only those services that best address current and future needs.

JTF Private Wealth Management

High net worth clients & family offices

"Managing your wealth can be an intimidating process. We turn anxiety into empowerment by working with our clients to develop a set of financial goals and a game plan for achieving them."

Planning Strategies Addressed:

  • Techniques to insulate assets form the claims of predators and claimants without giving up control over assets
  • Identification of potential risk and development of programs to mitigate exposure
  • Adoption of methods designed to become unattractive to those who may sue you and your business
  • Creation of entities for asset protection, i.e. LLC’s, limited partnerships, asset protection trusts, offshore trusts, etc.
  • Develop viable plan to continue the family business (Succession) or disposition under favorable terms for greatest value
  • Recruit, retain, and reward key employees without giving up ownership
  • Development of meaningful retention and retirement programs to favor key employees
  • Techniques to transfer wealth to the right people, in proper form, at the appropriate time
  • Strategies aimed at reduction of estate, gift, income, and capital gains taxes
  • Minimization or elimination of the probate process
  • Dealing effectively with potential personal incapacity
  • Maintaining privacy and confidentiality of family assets
  • Personal Security Risk Insurance Management
  • Life, Property & Casualty Insurance
  • Serving philanthropic inclinations with leveraged and tax advantage techniques 

"Insurance planning can save families and businesses. We focus on educating our clients so they can make informed decisions on protecting themselves, families and businesses."

Insurance area:

  • Life insurance - term, whole life, universal - individually paid or "Premium Financed" lending available
  • Disability income insurance
  • Long Term Care insurance
  • Fixed Annuitys - indexed, Single Premium.
  • Home, Auto and Umbrella Liability insurance
  • Business Insurance Planning
    • Buy/sell agreement funding
    • Key person coverage
    • Business succession planning
    • Group Medical plans
    • Multi Life insurance programs - guarantee and simplified underwriting issue available

"John Thomas Financial Private Wealth management needs to address risk, tax efficiency, fees, and common sense reporting. We guide our clients through difficult investment decisions."

World Class money management programs:

  • Unified Managed accounts
  • Separately Managed accounts
  • Municipal and Taxable bond portfolios
  • 401k/pension plan managers
  • Hedge fund and Alternative investment managers
  • Real Estate Investment Trusts
  • Commodities-based managers
  • Oil, Gas and Equipment leasing programs
  • Wrap Mutual Fund-portfolio programs
  • Individual/Business consulting and planning