Our Services
CoNext Wealth Partners leverages sophisticated technology to deliver comprehensive financial planning and investment strategies. By integrating our service offerings, we are able to provide holistic financial strategies designed to meet each client’s unique needs and goals.
Financial Planning
We develop holistic and personalized strategies to help clients achieve their financial objectives, including retirement, investments, budgeting, cash flow management, and goal setting.
Retirement Planning
We create a customized Retirement Roadmap for our clients to help ensure an independent and comfortable retirement, considering factors like savings targets, income sources, and desired retirement lifestyle.
Investment Management
We provide professional management of investment portfolios, aligning with clients' risk tolerance and financial goals to manage returns.
Risk/Insurance Analysis & Planning
We help to assess potential financial risks and recommend appropriate protection and insurance solutions to preserve clients' assets and income.
College Planning
We assist families in preparing for future education expenses through savings plans and funding strategies.
Certified Student Loan Repayment Services
We offer guidance on managing and repaying student loans effectively, including refinancing options and repayment plans.
Tax-Sensitive Investing & Planning
We implement investment strategies that consider tax implications to enhance after-tax returns and overall tax efficiency.
Estate Planning Strategies
We help clients work with their attorney to structure their estates to ensure assets are distributed according to their wishes, while minimizing taxes and legal complications.
