Remington Wealth Management

 We are an advisory firm that focuses only on our client's needs. We do not sell products but solutions and our advice is solely independent with no conflicts of interest. The wealth management process begins with you.  We start by learning all about your circumstances, your needs, your dreams, your goals and your values.  With this foundation, we tailor an investment strategy specifically for you.    

We know there are competing demands to balance. Liquidity, investment performance, timing, capital needs and family control are just a few.  Our independence and our objectivity help us recommend the most appropriate investment managers and capital allocation process for you. 

The bottom line is simple.  Your success is vital to our success.

What We Do

Our comprehensive approach for managing wealth and providing business financial services are provided through:

REMINGTON WEALTH MANAGEMENT

As an independent wealth advisory firm, Remington Wealth Management uses both established and nontraditional approaches for managing the wealth of high-net-worth individuals, executives, business owners, families, foundations and funds. Our relationship embodies your vision, allowing the family to prosper across generations and building a legacy.

In addition to your goals, we work with your tax and legal advisors or with our own advisory network in developing your investment policy.  Together, we recommend the investment and tax structures that best fit your circumstances, with opportunities ranging from equities and bonds to alternative investments and other investment vehicles such as income producing quality Real Estate. We perform due diligence on investment selections and managers, and track and report progress. 

Key services:

• Wealth Management Consulting
• Consulting on Liquidity Strategy and Capital Investment for Families and Foundations
• Risk Management
• Investment Due Diligence
• Investment Planning & Management
• Succession & Continuity Planning
• Inter-generational Wealth Planning
• Employee Benefits Planning