Wealth Management Counsel You Can Rely On
We believe great wealth management should be accessible. Transparent fees, honest advice, proven strategies.
Hoe Wij Helpen
Deskundige wealth management diensten gericht op resultaat.
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
Hoe Het Werkt
Een eenvoudig en transparant proces van begin tot eind.
Kennismakingsgesprek
Wij leren uw financiële situatie, doelen en zorgen kennen in een vertrouwelijk, vrijblijvend gesprek.
Plan op Maat
Onze adviseurs stellen een uitgebreide financiële strategie op, afgestemd op uw unieke omstandigheden en doelen.
Uitvoering
Wij zetten uw plan in actie door de juiste producten en strategieën te selecteren om uw financiële toekomst te optimaliseren.
Doorlopende Evaluatie
Regelmatige evaluaties zorgen ervoor dat uw plan op koers blijft en zich aanpast aan veranderingen in uw leven en de markt.
Over Haarlem Wealth Management
At Haarlem Wealth Management, we've been proudly serving Haarlem 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.
Plan een Adviesgesprek
Our Track Record
Results that speak for themselves.
Succesverhalen
Echte resultaten voor echte klanten.
Uitgebreide Wealth Management Oplossing
We leverden een aanpak op maat die de verwachtingen overtrof en meetbare resultaten opleverde voor de klant.
Succesvol Strategisch Partnerschap
We bouwden een langdurig partnerschap gericht op continue verbetering en groei voor het bedrijf.
Complexe Uitdaging Opgelost
We navigeerden een complexe situatie met expertise en zorg, en zorgden voor het best mogelijke resultaat.
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 →Laatste Artikelen
Deskundig advies, tips en nieuws van ons 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.
Lees Meer →
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.
Lees Meer →Estate PlanningEstate Planning Strategies for High-Net-Worth Families
From irrevocable trusts to charitable lead annuities, advanced strategies can protect millions from estate taxes.
Lees Meer →
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.
Lees Meer →Preparing the Next Generation to Manage Family Wealth
Wealth without financial literacy creates problems. Here's how families build financial competence across generations.
Lees Meer →Problemen Die Wij Oplossen
Veelvoorkomende uitdagingen van onze klanten — en hoe wij helpen.
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.
Veelgestelde Vragen
Vragen? Wij hebben de antwoorden.
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.
Wat Onze Klanten Zeggen
Neem niet alleen ons woord ervoor — hoor het van onze tevreden klanten.
“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
Plan Uw Gratis Adviesgesprek
Zet vandaag de eerste stap. Ons team staat voor u klaar.
Beperkte beschikbaarheid deze week — reserveer nu uw plek.
Neem Contact Op
Klaar om te beginnen? Neem vandaag nog contact met ons op voor een gratis adviesgesprek en offerte.
Telefoon
+31 29 949 9949
Adres
949 Main Street, Haarlem