Who We Serve
Individuals
While you’re in your peak earning years, it’s important to develop positive financial habits that seek to lay a strong foundation for your savings.
Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively.
Families
As a parent, you’re not only pursuing your own aspirations, but guiding your children towards their own success as well. That’s why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.
From establishing a 529 plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.
Retirees
You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.
Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.
Business Owners
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.
Non-Profits
As a non profit, you have a fiduciary responsibility to manage your assets prudently. This means that you need to invest your money in a way that is aligned with your mission and goals, and that minimizes risk.
We understand that you may not have the time or expertise to manage your investments on your own. That’s where we come in. We can help you to ensure that your assets are managed in a professional and responsible manner.
If you are a non-profit that is looking for financial advisory services, we encourage you to contact us. We would be happy to discuss your needs and to provide you with a free consultation.
Foundations
As a foundation, your commitment to creating positive change and leaving a lasting impact is inspiring. At Washburn Capital Management, we share your passion for philanthropy and understand the critical role that sound financial management plays in achieving your noble mission. Our specialized financial advisory services for foundations are designed to empower your organization to make informed decisions, optimize your resources, and amplify your philanthropic endeavors.
Estates & Trusts
Estates and trusts are complex entities with unique financial needs. They often have a large amount of assets to manage, and they need to ensure that these assets are invested in a way that is both prudent and aligned with the beneficiaries’ goals.
An investment manager can help estates and trusts achieve these goals by developing an investment strategy, choosing the right investments, monitoring the investment portfolio, and providing tax planning advice. They can also help to minimize risk, achieve long-term goals, and minimize taxes.
Charitable Organizations
Are you a charitable organization looking to make the most of your assets?
Working with an investment advisor can help you achieve your financial goals and ensure that your assets are managed prudently. We have the expertise and experience to help you choose the right investments, monitor your portfolio, and provide tax planning advice.
Let us help you put your mission first.
Ready to Get Started?
Contact us to start building a financial plan that fits your current life stage.