
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
Create a thoughtful, tax-efficient plan to transfer wealth across generations. We can help strategize on ways to structure your legacy to reflect your values and prepare future generations for responsible stewardship.
”You only have to do a very few things right in your life so long as you don't do too many things wrong.
Warren Buffett
Our team coordinates with your legal and tax advisors to develop wealth transfer strategies, from basic estate planning to more complex multi-generational wealth preservation techniques.
Optimize your wealth transfer through strategic use of gifting techniques, trust structures, and tax-advantaged vehicles. We work with your legal and tax professionals to help minimize potential tax exposure when your financial legacy is passed to your chosen beneficiaries.
Partnering with us can help you and your loved ones prepare for responsible wealth stewardship through financial literacy and advisory support, hosted family finance meetings, and general transition planning.
Foster open dialogue about wealth transfer through facilitated family meetings and clear succession plans. We can help family members address sensitive financial topics by serving as a trusted facilitator in a collaborative setting.
Obermeyer Wealth Partners is an independent, fee-only wealth management firm. Our investment philosophy emphasizes patience and long-term wealth preservation over speculative gains. Through strategic portfolio construction and disciplined financial planning, we help you build and protect lasting wealth for generations to come.
Planning should ideally begin years before any anticipated transfer. Early planning allows time to implement tax-efficient strategies, prepare heirs through financial education, and make adjustments as family circumstances change. Starting early also provides more options for gradual wealth transfer through annual gifting.
Many advisors believe that success comes through gradual preparation. This can include structured learning experiences, facilitated conversations, and clear communications around values and legacy intentions.
Obermeyer Wealth News | Winter 2025 Marketpoint: Broadening Markets, Changing Policies 2025 As we close the books on 2024, we reflect on a year marked by remarkable market resilience, technological…
For the second year in a row, Obermeyer Wood has earned a place on CNBC’s esteemed Financial Advisor 100 ranking, coming in as the 23rd-ranked independent advisory firm in the…
Explore wealth management solutions with our approachable yet experienced team. Whether you’re looking to learn more about our investment philosophy or curious about our fees, let’s connect!