D’Aciam Private Wealth provides direction, guidance, and advice to ensure lasting wealth preservation and growth to what you’ve spent your lifetime building. We offer a wide range of private wealth services that work towards financial independence and more confidence for your family—now and for generations to come.

Services for Individuals & Businesses

Customized investment planning

  • Portfolio creation and management
  • Objective referral process
  • A tailored plan with a portfolio mix of investments
  • Multiple investment structures
  • Well-diversified portfolios
  • Invested positions in all environments (economic and market conditions)
  • Customized Account Statements (available on some account-types)

Investment Advisory

  • Objective needs analysis
  • Open architecture platform for various investment options
  • A broad spectrum of asset classes
  • Fixed and variable product offerings
  • Advisory and brokerage options
  • Proprietary investment analysis
  • Strategy and reporting
  • Individualized portfolio design

Private Wealth Advisory Services

  • Wealth Advisory
  • Tax Preparation and Advice (offered through one of our third party partners)
  • Portfolio Optimization and Re-balancing
  • Portfolio Risk Assessment and Analysis
  • Executive Compensation
  • Retirement Income Planning and Strategies
  • Business Financial Services
  • Estate Planning Services
  • Education Planning
  • Philanthropy Advice Planning

Risk Management Planning - most insurances, including:

  • Life Insurance (Term, Temporary and Permanent)
  • Disability Income Protection
  • Long-term Care/Chronic Care Insurance (Traditional and Hybrids)
  • Auto, Renter’s, General Liability and Homeowners Insurance
  • Business Services
  • Mortgage Insurance
  • Health Insurance, including Medigap

Lifestyle Advisory and Management

  • Bill pay and budgeting solutions
  • Managing money movement between your bank and D’Aciam Private Wealth’s custodian
  • Cash flow reports
  • Check-writing and debit/credit cards
  • Convenient planning tools on your smartphone or tablet

Additional Services for Families & Multi-Generational Planning

  • Client Family CFO
  • Commercial Family Office
    • Wealth Advisory
    • Portfolio Optimization and Re-balancing
    • Executive Compensation
    • Deferred Compensation
    • Key Plan Benefits
    • Key Person Insurance

Proprietary Services

  • Tax-focused and tax-efficient specialized Retirement Income Strategies
  • Tax-equalization Required Minimum Distribution Strategy
  • Client-facing Investment Cost and Performance Tracking Analysis Report
  • Portfolio Alpha and Sharpe Ratio Measurement Analysis
  • Tax-efficiency Portfolio Planning Strategy
  • Equity/Bond Cost Analysis Report
  • Equity/Fixed Investment Income-Adjusted Cost Analysis
  • Portfolio Bell-Curve Risk Report
  • Values-based Planning