Stanton Wades Products and Services

Retirement Planning
Planning for retirement well-before you’re ready to stop working?

Successful retirement planning is about creating a realistic plan for two distinct phases of your life: your working years, when you’re accumulating wealth, and the years after your last paycheck, when your income depends on that accumulated wealth—in addition to other sources.

Risk Management
Minimizing risk to maximize your financial future

We’ll work to help you minimize financial and other risks to your assets, business, or health. We’ll consider everything from personal and professional liability, to business ownership, to property loss, to catastrophic illness or disability.

Investment Planning
Work with a Team that Redefines Wealth Management

Ask ten investors to define wealth management. Then, ask ten “wealth managers” to do the same. You will almost certainly get 20 different answers, with most heavily focused on investing.
However as a client of Stanton Wade, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Retirement Plans
Retirement Plans Aligned with Business Goals

The Wealth Managers and CERTIFIED FINANCIAL PLANNERS™ at Stanton Wade are experienced professionals in all areas of financial planning and wealth management. These veteran Wealth Managers hold the industry certifications necessary to help ensure that your plan delivers the investment options, services, and overall value participants expect.

Estate Planning
Helping to ensure that your intentions are realized in full

Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives.

Business Planning
Leveraging the value of your business to support your retirement

We’ll work with you to highlight the issues specific to business owners and shareholders. For most business owners, their business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of the family.