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:
Purposefully Accumulate Wealth
Purposefully Preserve Wealth
Purposefully Enjoy Wealth
- 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