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Wealth Management

Please note: We are not considering any new Wealth Management engagements at this time. Please feel free to contact us to add your name to our waiting list.

Our Wealth Management services are available to those families with a minimum net worth of $2 million. Our role is one of a "Financial Quarterback" for your family. Just like a quarterback leads the football team, we lead a team of sophisticated, experienced professionals for our clients including attorneys, accountants, trust officers, bankers, and insurance agents. We can work with your existing advisors or assemble a team on your behalf from our network of trusted professionals.

Many of our clients found they were spending too much of their precious time and resources managing all of their professional relationships while trying to stay informed of the various estate and income tax laws, wealth transfer techniques and investment strategies.

Our Wealth Management services are designed to alleviate our clients from the burden of the day-to-day management of their wealth. By delegating their investment portfolio management and financial planning needs to Burns Matteson Capital Management, our clients have time to focus on the strategic decisions that need to be made for their family and time to pursue the joys that wealth brings.

Our Wealth Management services include day-to-day Investment Portfolio Management and may include Financial Planning services such as: Estate Planning, Income Tax Planning, Retirement Planning, Employee Stock Option Planning, College Education Planning, Cash Flow Planning, Insurance Planning, Wealth Transfer Planning, and Charitable Gift Planning.

Our investment portfolios utilize a variety of no-load and institutional class mutual funds, individual stocks and bonds, option contracts, certificates of deposit, and private equity venture capital funds where appropriate. As a Fee-Only firm, we do not sell investment products and we do not accept any commissions from mutual fund companies or brokerage firms. Our clients pay us a quarterly retainer for our services. Our retainer fee is based on the size of a family's investment portfolio.

If you think our Wealth Management Services may be appropriate for you, feel free to contact us with your questions or to request a complimentary, no-obligation consultation.