Halite acts as your advocate to ensure all parties involved in managing your financial life are actively in sync and communicating through a common channel.
Portfolio Construction Goals
Wealth Preservation Framework
Exclusive Fund Access
To create long-term stewards of wealth, our team advises our partners on asset allocation, withdrawal strategies, portfolio reviews, expenses and budgeting, stock concentration, retirement planning, and more.
Philanthropic planning is a fundamental tenet at Halite. Giving back to our communities is part of our everyday life. We understand that charitable giving is a key component of your financial life; it’s your impact on those around you that ensures you live your world a better place for generations to come.
We address complex tax planning, including reviewing cost-basis and realized gains, carrying forward and harvesting losses, and working through deductions, credits, and potential Roth conversions.
Wills, power of attorney, trusts, and assistance to loved ones are decisions that affect you and your family. We honor the importance of these decisions and align our investment strategies to your intentions.
From reviews of existing policies and benefits to life insurance need analysis and long-term care and disability insurance, we work with you to ensure the appropriate risk management and insurance strategies align with the rest of your financial plan.
Advisory services to create strategic design of the sale of a business to help meet financial and personal goals.
Coordinate team of professionals (accountants, attorneys, bankers) to safeguard multigenerational needs.