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Comprehensive Wealth Management

Wealth Management

Sound financial plans outlast the uncertainty of the moment. Markets shift and economies change, but at Coy Capital Management, our customized strategies are built to evolve. That’s why we provide a consistent and objective perspective to ensure your financial plan is integrated for today and optimized for the future. As your advocate, we’ll also partner with other members of your financial team, such as CPA’s, attorneys, and estate professionals to promote your financial wellbeing.

We offer a full suite of services for affluent investors and entrepreneurs. No matter what you need, or when you need it, we’ll be here to help you maintain your financial freedom through all of life’s stages.  

We take a comprehensive approach when it comes to managing our clients' wealth. Rooted with core principals, values, and fiduciary responsibility, we continue to grow our business by proving our expertise in each branch of our Wealth Management Tree:

Investment Management

The heart of our practice is dedicated to constructing and managing investment portfolios. As the primary advantage of our firm, our wealth management strategies incorporate analytical processes to fully understand client priorities. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations. While we endeavor to provide the best investment strategies, our clients will always make the final decisions.

At Coy Capital Management, we draw upon a broad investment universe to deliver the most effective wealth management plans. While providing clients with direct access to top-tier investments, our recommended portfolios integrate low cost mutual funds and ETF's across all sectors and asset classes.  In order to achieve a prudent risk vs return profile, we build diversified portfolios using combinations of growth and value equity funds, fixed income securities, international funds, and alternative investments.

Risk Management

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. After your years of success, it’s equally important to protect you and your family’s estate from punishing taxes.

As a comprehensive financial planning firm, we have access to a full suite of insurance policies for the continued protection of your assets. While monitoring your existing policies to guard against loopholes, our advisors will seek new opportunities to defend what you’ve worked so hard to achieve.

Estate & Inheritance Management

Truly comprehensive planning exceeds retirement and the transferring of wealth. At Coy Capital Management, we offer custom solutions that establish a financial tradition across generations. Our strategies incorporate your family’s most cherished values and build solutions that adhere to them. As we promote your continued success, we will work closely with your tax and legal professionals along the way.

When your needs evolve, and circumstances change, our plans will adapt with ease. As your advocate, we will help ensure that your plan prepares your money for your heirs while preparing your heirs for the transfer of your wealth.

Retirement Planning

Since our inception, we have helped clients effortlessly transition from the working world into retirement. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your future.

Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that exceeds your long-term goals. Our advisors offer detailed projections of when you can safely retire, at what level of income (adjusted for inflation), and what rate of return will be necessary to meet your retirement goals.

Cash Managment

By analyzing your income trajectory, expenses, and investment returns, we will help you stay on top of your liquidity needs. At Coy Capital Management, we aim to promote your cash flow so you can live the life you’ve imagined. No matter where you hope to go, we will reassess your portfolio to increase cash flow and net worth, whether it requires a change in working hours, lowered expenses or increased investment risk.

As with being prepared for future one-time costs like repairing a roof or buying a car, anticipating your tax exemptions is also key to growing your wealth. We strive to help you build a stronger foundation and empower you throughout your financial life.