Our Services

For Individuals

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Investment
Management

We rely on academic research when constructing and managing your investment portfolio. We believe a globally diversified and tax-efficient portfolio provides the best opportunity for long-term success.

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Financial
Planning

Whether you are in your “wealth building” years, nearing retirement, or in retirement, we can put together a financial plan to help you meet your goals. Patina Wealth uses cutting edge financial planning software to help guide the conversation.

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Socially Responsible
Investing Solution

Patina Wealth also offers a Socially Responsible Investing solution, often referred to as Impact Investing. Impact Investing involves selecting investments that consider environmental and societal impacts, and corporate governance factors into their investment process. The goal of impact investing is to enable investors to drive social change through investment decision-making.

 

For Businesses

If you are a small to mid-sized business, Patina Wealth can help with your retirement plan needs. We can handle all facets of your plan including plan structuring, investment selection and, through our partners, plan administration. As a fiduciary, we can recommend portfolios that strictly benefit you and your employees. Patina Wealth never receives any “kickbacks” or commissions from the investments we recommend.

401(k) Plans

A 401(k) is an employer-sponsored retirement account that allows for the most flexibility in plan design and can include matching employer contributions. 401(k)s also give the option of either being a Traditional or Roth.

Simple IRA

A Simple IRA is an employer-sponsored retirement plan offered within small businesses that have 100 or fewer employees. Simple IRAs are popular as they often are less expensive and less complicated than 401(k)s. Contributions are made using pre-tax dollars and therefore help reduce the employee’s taxable income.

SEP IRA

A SEP IRA is often a great option for small businesses who have one or a few employees. SEP IRAs have a high annual maximum contribution limit. Contributions are made using pre-tax dollars and therefore help reduce the employee’s taxable income.

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What We Manage

  • IRAs (including 401(k) rollovers)

  • Individual and Joint brokerage accounts

  • Trusts

  • Small Business Simple and SEP IRAs

  • 401(k) Plans