The Financierge

The Financierge reflects the diversity of services and thought leadership we provide our clients.  Not only do we guide our clients through all the phases of their financial needs, but we also do so in a context that is holistic and comprehensive. We devote as many resources to being consultative planners as we do being quality investment managers, integrating the accumulation, preservation, and transfer phases of wealth management.  We realize that our clients need us to serve as a “quarterback” into a wide array of professional services, from legal and lifestyle needs to real estate and tax, lending and bookkeeping, etc.  We formalized a due diligence analysis and curated a platform of service providers.  The Financierge consists of the core insights across these many disciplines that are instrumental in driving the right client experience.

2019 Tax Planning Strategies

Dear Valued Clients and Friends, For centuries, civilization like the Greeks, Egyptians, and Romans taxed their citizens to pay for services delivered to their communities. Paying taxes represents an important way we contribute to sustainable and shared prosperity by funding national defense and safety, infrastructure, technology, education, and public programs like Medicare, Medicaid, and Social […]

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Family Wealth Stewardship - Lifestyle Management, Legacy Planning, and Charitable Planning

Dear Valued Clients and Friends, As a nation, it is estimated that $59 trillion of wealth will transfer from generation to generation by 2061. This massive transfer of wealth presents significant opportunities and challenges for grandparents, parents, heirs, and charities. Some of these opportunities include how to prepare the next generation for wealth, how much […]

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The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

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about the author

Don B. Saulic – CFP® CPA  

 

Partner

Don is a Partner in the team's Private Wealth Management practice specializing in helping affluent families develop comprehensive strategies for all phases of wealth accumulation, preservation, and transfer.  

He also leads our Financial Concierge Services platform of professional alliances and serves as the editor of The Financierge.