Investment Counsel HNW - 1919 Investment Counsel

Investment counsel connects investment management, wealth planning, and other key services, offering an integrated solution, tailored to provide you with clarity at every stage of your life.

Focused on Your Vision, Not Ours

Uncover new ways your wealth can work for your vision and your goals.

Strategy and service grounded in your needs, not a salesperson’s agenda, makes an enormous difference in your ability to use your wealth to live your life — and shape your legacy. Build a relationship with an experienced investment expert who can help you make decisions confidently.

Portfolio Management

Your investment portfolio is a crucial piece in reaching your financial goals. By building a deep understanding of your goals, and tailoring a portfolio to them, we can craft an investment strategy that addresses changes in the market and your evolving needs equally.

Financial Planning

Preparing for major milestones, navigating unexpected changes, or simply preserving your success requires a careful approach that can evolve as things change. Your priorities and unique circumstances serve as the starting point — together we can chart a course that makes sense for you.

Trust & Estate Planning

A large part of planning for your future success is ensuring that your wealth is transferred seamlessly to the next generation. Our collaborative approach allows us to structure trusts and estates that reflect your values, safeguard your family’s future, and minimize potential tax burdens.

Expertise Everywhere It Matters Most

You deserve to know that your investments are in good hands. Every aspect of our offering, from in-house research to tax planning, works in unison to reflect your unique needs to give you an unmatched sense of confidence.

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Charitable Giving

Charitable giving can be a meaningful part of many financial plans and a way to make an impact on the causes you care about most. We work with you to create strategies that align charitable giving with your financial goals, maximizing the impact of your contributions while optimizing tax benefits.

Tax Review & Coordination

The right strategic coordination can help to minimize tax burdens and help you reach your broader financial objectives. By integrating tax considerations into your investment and financial plans, your strategy can work harder for you.

Risk Management

Understanding your insurance coverage is an important component of overall financial risk management. We can review your policies to identify opportunities so that your insurance strategy can support your financial goals and protects what matters most to you.

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Focused on What Makes You Unique

Our clients often seek more than just returns. Investments that reflect the things you value should be more than a product; they should be part of a trusting relationship with someone who understands how to reflect the things you care about in a portfolio.

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