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GLOBAL INSIGHTS | BOUTIQUE TOUCH

Crafting Personalized Wealth Journeys

At AKD, we combine experience with a personal approach. Our team of seasoned professionals, located within a boutique setting, benefits from the extensive capabilities of a large financial institution. By gaining an in-depth understanding of our clients’ aspirations and values, we customize our approach to wealth management. .

Our unwavering commitment to building and maintaining strong trust-based relationships with our clients, empowers them to shape the financial future they aspire to achieve.
GLOBAL INSIGHTS | BOUTIQUE TOUCH

Crafting Personalized Wealth Journeys

At AKD, we combine experience with a personal approach. Our team of seasoned professionals, located within a boutique setting, benefits from the extensive capabilities of a large financial institution. By gaining an in-depth understanding of our clients’ aspirations and values, we customize our approach to wealth management. 
Our unwavering commitment to building and maintaining strong trust-based relationships with our clients, empowers them to shape the financial future they aspire to achieve.

Our Services

Our highly experienced team offers you access to a suite of family office services in a boutique environment inside a global financial company. Once we have a clear understanding of your goals and values, we help you manage your wealth utilizing the appropriate solutions from a wide range of services.
We understand many clients already have long-term relationships with accountants, attorneys, and other trusted advisors. We believe open communication across a client’s full advisory team is key to strong holistic client outcome.

Family Wealth

At AKD, we appreciate the wisdom and values passed down through generations and strive to understand the legacy you aspire to leave behind. 

Beyond mere wealth planning, we facilitate crucial conversations within families and encourage consistent engagement. While every family’s story is distinct, the underlying ambition remains constant: to forge a brighter path for the generations to come, be it for their kin, their community, or a cherished cause.  At AKD, we’re not just advisors; we’re stewards of your legacy, dedicated to the prudent management of your wealth.
 
 

Corporate executives

As one of the largest providers of stock-based executive services at Wells Fargo Advisors Financial Network, our focus is on delivering a range of wealth and planning services exclusively tailored to the needs of corporate executives. Our clientele consists of current and former C-Suite executives, CEOs, and Chairmen from the companies we have been serving for the past 20 years.
 
Our services are specifically designed for corporate executives, encompassing concentrated position planning as well as long-term retirement, charitable, and estate planning. From the initial grant to diversification and eventual exit, we offer the necessary strategies for effective planning and execution.

We provide customized 10b5-1 trading plans and have executed thousands over the last two decades. We enjoy assisting executives unlock the value they have created within their companies, and with our industry expertise and position within Wells Fargo Advisors Financial Network, we are able to deliver at the highest level.

Business Owners

Every business owner brings their own perspective on their personal and business financial pictures. Gaining an understanding of these details, and forming a broad view of their goals enables us to offer more holistic advice and help clients navigate their financial journeys.

For many business owners, there is truth in the expression, “time is money.” That’s why we work to provide you with information and clarity upfront. We do the research and then provide you with clearly defined options that fit your financial interests. Having facts presented with clarity, your decisions can be made with confidence.  Whether we are providing guidance on Strategic Business Retirement Plans or Life Management Services, we seek to educate clients about available options for their circumstances – both on the business and the personal side.
We assist in planning business transitions; whether passing the business on to your heirs, selling to a third party or an employee sale, we can help identify what works best for you, for your business, and your legacy.

Philanthropic Services

As you strive to preserve and expand your wealth, we can assist you in transforming your strategic philanthropic and charitable vision into reality. 

Our clients discover that they can make a meaningful difference in their community by developing philanthropic plans focused on organizations or causes that hold personal significance. We can collaborate with you to achieve these objectives, while also emphasizing any potential tax advantages available.
*Wells Fargo Advisors Financial Network is not a legal or tax advisor.
 
 

Social impact Investing

Many individuals and corporations are mindful of their environmental and social priorities – as well as the priorities of businesses with whom they partner. 

We can work with you to help identify what issues are most important to you when it comes to investing, from environmental efficiency efforts and public health to ethical management and diversity initiatives. We can help you to plan investment and partnership opportunities that seek to align with your priorities.
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