High Net Worth Financial Planning
High Net Worth Investor Services
Personalized Wealth Management for Complex Financial Lives
At Molitor Wealth Management, we specialize in helping high net worth individuals and families manage, preserve, and grow their wealth. With extensive experience navigating complex financial landscapes, we provide customized strategies designed to support your long-term goals, mitigate risk, and create lasting impact across generations.
Our Services for High Net Worth Clients
Investment Management
Your investment strategy should be as unique as your financial story. We build customized portfolios grounded in risk management, tax efficiency, and long-term performance. Our capabilities include:
- Diversified, actively managed portfolios of individual securities
- Access to private equity, hedge funds, and alternative investments
- Christian and values-based investing options
- Ongoing portfolio rebalancing and performance analysis
- Monthly tax loss harvesting to help reduce capital gains
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Advanced Financial Planning
Planning for the future requires depth and precision. We deliver comprehensive plans that adapt as your life evolves:
Retirement income and distribution planning
Tax optimization strategies
Charitable giving and philanthropic structuring
Education and legacy planning
Estate & Tax Planning
Through close collaboration with your legal and tax professionals—or through our valued partners—we help design strategies to transfer wealth efficiently and minimize tax exposure:
Trust and estate design strategies
Wealth transfer and gifting plans
Multi-generational wealth preservation
Risk Management
Protecting what you’ve built is as important as growing it. We offer:
Insurance analysis and coverage coordination
Asset protection strategies
Long-term care and liability planning
Business Owner & Executive Services
We work with entrepreneurs and executives navigating high-stakes decisions:
Business succession and exit planning
Stock options and concentrated equity strategies
Liquidity event preparation (valuations, coordinating with private bankers) and tax planning
A Distinctive Client Experience
We offer a boutique, highly personalized experience that reflects the complexity of your financial life. As fiduciaries in advisory relationships, we put your interests first—always.
Our clients value:
Discretion, transparency, and privacy
High-touch service and consistent communication
Cutting-edge financial technology and performance reporting
A long-term partnership built on trust and integrity
Who We Serve
We offer our High Net Worth planning services to individuals and families typically with $5M-$100M in investable assets, including:
Business owners
Entrepreneurs
Corporate executives
Inheritors and next-generation wealth
High-income professionals
Families preparing for intergenerational wealth transfer
Independent Advice: We are not beholden to any institution or product provider. Your best interests come first.
Why Choose Molitor Wealth Management?
Deep Experience: Our advisors hold advanced designations (CFP®, CKA®, LUTCF) and have decades of experience guiding complex financial strategies. Meet our team here.
Tailored Planning: No cookie-cutter portfolios—every plan is customized to your vision and values.
Integrated Team Approach: We collaborate with your attorneys, CPAs, and family office professionals to deliver seamless service.
Let's Talk
If you’re looking for a valued partner to manage your wealth with wisdom, discretion, and care, we invite you to schedule a confidential consultation.