Wealth Management Counsel You Can Rely On
We believe great wealth management should be accessible. Transparent fees, honest advice, proven strategies.
Hvordan Vi Hjælper
Professionelle wealth management-ydelser designet til at levere resultater.
Portfolio Management
Portfolio Management
Building and managing sophisticated investment portfolios using institutional-quality strategies including individual stocks, bonds, ETFs, and alternative investments.
- Custom portfolio construction
- Active and passive strategy blending
- Alternative investment access (private equity, real estate)
Estate & Legacy Planning
Estate & Legacy Planning
Coordinating wealth transfer strategies with estate attorneys and CPAs to minimize estate taxes and ensure your legacy is preserved for future generations.
- Wealth transfer strategy development
- Trust and entity structuring coordination
- Charitable giving and foundation planning
Tax Optimization
Tax Optimization
Implementing multi-year tax strategies including tax-loss harvesting, asset location optimization, Roth conversions, and charitable giving to minimize lifetime tax burden.
- Tax-loss harvesting across accounts
- Multi-year Roth conversion strategies
- Qualified Opportunity Zone investments
Retirement Income Planning
Retirement Income Planning
Designing sustainable withdrawal strategies that maximize retirement income, minimize taxes, and ensure your wealth lasts throughout your lifetime.
- Withdrawal sequencing optimization
- Social Security maximization
- Medicare and healthcare cost planning
Executive & Equity Compensation Planning
Executive & Equity Compensation Planning
Navigating complex compensation packages including stock options, RSUs, deferred compensation, and concentrated stock positions for corporate executives.
- Stock option exercise strategies (ISO/NSO)
- RSU vesting and tax planning
- Concentrated position diversification (10b5-1 plans)
Multi-Generational Wealth Planning
Multi-Generational Wealth Planning
Creating comprehensive plans that address family governance, financial education for heirs, and structures that protect and grow wealth across generations.
- Family wealth mission and governance
- Next-generation financial education
- Dynasty trust and generation-skipping strategies
Sådan Fungerer Det
En enkel, gennemsigtig proces fra start til slut.
Indledende Møde
Vi lærer din økonomiske situation, mål og bekymringer at kende i en fortrolig samtale uden pres.
Tilpasset Plan
Vores rådgivere udarbejder en omfattende økonomisk strategi tilpasset dine unikke omstændigheder og mål.
Implementering
Vi sætter din plan i gang ved at vælge de rette produkter og strategier for at optimere din økonomiske fremtid.
Løbende Opfølgning
Regelmæssige opfølgningsmøder sikrer, at din plan holder kursen og tilpasser sig ændringer i dit liv og på markedet.
Om Roskilde Wealth Management
At Roskilde Wealth Management, we've been proudly serving Roskilde since 2021. Founded by Thomas Jones, our team is dedicated to providing exceptional wealth management services. We believe in honest work, fair pricing, and building lasting relationships with our customers.
Book en Konsultation
Our Track Record
Results that speak for themselves.
Kundehistorier
Virkelige resultater for virkelige kunder.
Omfattende Wealth Management-løsning
Leverede en skræddersyet tilgang der oversteg forventningerne og opnåede målbare resultater for kunden.
Succesfuldt Strategisk Partnerskab
Opbyggede et langsigtet partnerskab med fokus på løbende forbedring og vækst for virksomheden.
Kompleks Udfordring Løst
Navigerede en kompleks situation med ekspertise og omhu, og sikrede det bedst mulige resultat.
Resources & Guides
Free resources to help you make informed decisions.
Retirement Planning Guide
Essential steps to secure your financial future and plan for retirement.
Read More →
Tax Optimization Strategies
Smart strategies to minimize your tax burden and maximize savings.
Read More →
Investment Basics
A beginner-friendly guide to understanding different investment options.
Read More →Seneste Artikler
Ekspertindsigter, tips og nyheder fra vores wealth management-team.
Wealth ManagementWealth Management vs. Financial Planning: What's the Difference?
Both involve money, but the scope, complexity, and services differ significantly. Here's how to know which you need.
Læs Mere →
Tax StrategyTax-Loss Harvesting: How Wealthy Investors Reduce Their Tax Bills
Selling losers to offset gains is a powerful strategy — when done correctly. Here's how it works and the rules to follow.
Læs Mere →Estate PlanningEstate Planning Strategies for High-Net-Worth Families
From irrevocable trusts to charitable lead annuities, advanced strategies can protect millions from estate taxes.
Læs Mere →
Investment StrategyHow to Safely Diversify a Concentrated Stock Position
When one stock dominates your portfolio, the risk is real. These strategies reduce exposure without triggering unnecessary taxes.
Læs Mere →Preparing the Next Generation to Manage Family Wealth
Wealth without financial literacy creates problems. Here's how families build financial competence across generations.
Læs Mere →Problemer Vi Løser
Almindelige udfordringer vores kunder oplever — og hvordan vi hjælper.
Accumulated significant wealth but lack a cohesive strategy?
High-net-worth individuals often have scattered accounts, conflicting advice, and no integrated plan. A wealth manager coordinates all financial pieces into a unified, tax-efficient strategy.
Worried about estate taxes consuming a large portion of your legacy?
Without proper planning, estates above the federal exemption face a 40% estate tax. Gifting strategies, trusts, and charitable vehicles can dramatically reduce or eliminate this exposure.
Have a concentrated stock position and unsure how to diversify?
Holding too much of one stock creates enormous risk. Strategies like 10b5-1 plans, exchange funds, and charitable remainder trusts allow diversification while managing tax consequences.
Approaching retirement with complex financial assets?
Multiple retirement accounts, taxable investments, real estate, and business interests require sophisticated withdrawal and tax sequencing strategies to optimize income in retirement.
Concerned about your children inheriting wealth without financial maturity?
Structured trusts with age-based distributions, incentive provisions, and professional trustee oversight protect wealth while encouraging responsible behavior in heirs.
Ofte Stillede Spørgsmål
Har du spørgsmål? Vi har svarene.
What's the minimum to work with a wealth manager?
Most wealth management firms require $500,000 to $1 million in investable assets. Some firms serve clients with $250,000+ through tiered service models. The level of personalization and access typically scales with portfolio size.
How do wealth management fees work?
Most charge an annual fee of 0.5-1.5% of assets under management. This typically includes investment management, financial planning, tax coordination, and ongoing advisory services. The percentage often decreases as assets increase.
What's the difference between a financial advisor and a wealth manager?
A wealth manager provides comprehensive, high-touch services beyond basic investment advice — including estate planning coordination, tax strategy, philanthropy, family governance, and cross-generational planning for affluent families.
Can a wealth manager help reduce my taxes?
Yes. Tax optimization is a core wealth management service. Through strategies like tax-loss harvesting, Roth conversions, asset location, charitable giving vehicles, and estate planning, a wealth manager can significantly reduce your lifetime tax bill.
Hvad Vores Kunder Siger
Tag ikke bare vores ord for det — hør fra vores tilfredse kunder.
“They consolidated five separate advisors into one integrated strategy. For the first time, all the pieces work together and my tax bill dropped significantly.”
William Williams
“The Roth conversion ladder they planned over 7 years is saving our family an estimated $800,000 in taxes. That's generational impact.”
Amanda Brown
“After selling my company, I needed someone who understood concentrated wealth, not just index funds. Their diversification strategy was exactly right.”
Thomas Jones
“They helped us set up a family foundation and donor-advised fund. Our charitable giving is now strategic and tax-efficient instead of random.”
Jessica Garcia
Book Din Gratis Konsultation
Tag det første skridt i dag. Vores team er klar til at hjælpe.
Begrænset tilgængelighed denne uge — book din plads nu.
Kontakt Os
Klar til at komme i gang? Kontakt os i dag for en gratis konsultation og tilbud.
Telefon
+45 29 49 93 20
Adresse
949 Main Street, Roskilde