Investment Solutions

Warburton Capital Management advisors are committed to helping our clients develop purposeful plans with investment solutions that facilitate the accumulation, preservation, and enjoyment of wealth. We believe that purpose-built financial planning can be an enjoyable process. We’ll walk you through it so that your plan allows you to:

Warburton Capital Management Investment Solutions 1

Purposefully Accumulate Wealth

  • Systematic savings plan
  • Education, insurance, and estate planning 101 for families
  • Starting a business or navigating employer benefits
Warburton Capital Management Investment Solutions 2

Purposefully Preserve Wealth

  • In-depth financial planning
  • Revising estate plan and insurance plan
  • “Safety Up” phase of portfolio for currency in retirement
  • Extracting value from and optimizing the value of your business
Warburton Capital Management Investment Solutions 3

Purposefully Enjoy Wealth

  • Make work optional and maintain that status
  • Advanced estate planning strategies
  • Advanced charitable gifting strategies
  • Business sale and transition planning
  • Tax-efficient withdrawal strategies
  • Adhering to Evidence-Based Investment Solutions
  • Utilizing Cost-Efficient Mutual Funds
  • Deploying Nobel Prize Winning Research
  • Implementing Asset Dedication, Asset Location, and Asset Allocation
  • Constructing a Risk-Appropriate Portfolio Built For Every Market
  • Diversifying Your Portfolio Across Asset Classes, Countries, Sectors, and Companies
  • Using Fixed Income to Minimize Risk and Preserve Wealth

“It doesn’t matter whether you’re worth $1 Million, $5 Million, or $100 Million – it is your privilege and responsibility, in my view, to make purposeful arrangements for what happens to your wealth when you’re gone.” – Tom Warburton, Purposeful Wealth Management

  • Introduction to Estate Planning with an On-Staff Estate Planning Attorney
  • In-Depth Estate Plan Review with an On-Staff Estate Planning Attorney
  • Coordinating & Attending Meetings With Your Estate Planning Attorney
  • Updating Your Beneficiaries and Funding Your Trust
  • Consulting on Advanced Estate Planning Tactics to Navigate Estate Taxes
  • Assisting in Settling the Estate of a Loved One

“When you make money, you have to pay money – to various branches of governments. So, it’s not just how much you make, it’s also how much you keep.” – Tom Warburton, Purposeful Wealth Management

  • Executing on Tax Loss Harvesting
  • Utilizing Tax-Efficient Mutual Funds
  • Incorporating the Impact of Required Minimum Distributions (RMDs)
  • Minimizing Taxation to Future Heirs
  • Preparing for Tax Diversification in Retirement

“Creating wealth is one challenge; maintaining wealth is another discipline. An excellent insurance advisor is an irreplaceable member of a team dedicated to protecting your wealth.” – Tom Warburton, Purposeful Wealth Management

  • Coordinating a second opinion on your Home & Auto insurance
  • Reviewing your personal liability limits
  • Completing a Life Insurance Needs Analysis
  • Reviewing and recommending Long Term Care Insurance
  • Reviewing and recommending Disability Insurance
  • Creating an in-depth Wealth Management Plan which utilizes Monte Carlo simulations to project a probability of successful goal achievement
  • Providing a second opinion on your existing Investments and Financial Plan, including an “X-Ray” on your portfolio to identify how it is invested and what fees you are paying
  • Recommending  changes or gaps in your financial plan to improve your probabilities of success
  • Answering questions such as:
    • How could I utilize a Retirement Plan at my business to benefit both us as owners and our employees?
    • Should I participate in the Employee Stock Purchase Program as an Executive?
    • How should I invest my 401(k) with my employer?
  • Recommending investment solutions and an automatic savings plan to help you achieve your goals
  • Helping you determine how much you need to save for your children’s or grandchildren’s education
  • Identifying which vehicle might be most appropriate for accomplishing that goal:
    • 529
    • UTMA
    • Educational Trust
    • Taxable Account
  • Streamline, Formalize, and Systematize Charitable Gifting
  • Creating Donor Advised Funds and Donor Designated Funds
  • Working with Tulsa Community Foundation to Facilitate Charitable Intent
  • Integrating Charitable Intent with Investment Planning and Estate Planning
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