Wealth Management & Comprehensive Financial Planning

From financial and investment advice to education, tax and retirement planning, we’ll address the details of your entire financial picture. As we develop, implement and continuously monitor a plan based on your needs, we’ll prioritize our partnership with both you and your loved ones.

While we act as your primary advisor, we’ll coordinate with your other trusted professionals to ensure cohesiveness across each aspect of your plan, and we’ll address new or evolving concerns as they arise.

Investment Management

As a busy individual or organization, your time is valuable. Your career, family and pastimes consume the majority of your day, leaving little time to make investment decisions. With more options, new regulations and tax laws in place, investment management is complex and time-consuming. That’s where we come in. 

As your financial partner, we will help you develop a diversified portfolio strategy built with specific outcomes and/or risk profiles in mind. With a dynamic combination of low-cost Exchange Traded Funds (ETFs), active mutual funds and alternative strategies, we’ll build a portfolio that works for you.  

Retirement Planning

A successful retirement begins with your ability to meet your income needs. As such, the primary level of retirement success means not outliving your income. With an objective understanding of what is important to you, we will guide you through preparation, transition and asset management details so you can experience this next chapter with ease.

Project-Based Financial Planning

You may find yourself with particular questions or concerns related to your financial picture. For these clients, we offer one-time or project-based financial planning, during which we will focus on your most pressing needs. Our goal is for you to feel more confident in your personal and financial well-being, with actionable recommendations to utilize immediately.

Employee Benefits

We take great joy in helping employers and employees achieve financial freedom through their company retirement plan. Our independence allows us to focus on providing unbiased, practical solutions with the flexibility to use the products and service providers that are best suited for your needs. We proactively identify plan alternatives, employee habits and saving patterns to ensure your corporate benefit goals are met.

Our team will help employers implement retirement plans that work for them. We also help employees review and evaluate any items of concern from analyzing stock options to rolling over your IRA, to help make sure that you are maximizing your benefits.

Together, we'll address: 

See Our Employee Plan Process

Insurance Planning

You’ve worked hard to achieve your lifestyle, wealth and assets and having the right kind of insurance is critical to ensuring your success lasts. Our team will work with you to understand your needs and how to best prepare yourself, and your finances, from experiencing turbulence in the case of an unexpected event. 

Together, we'll address: 

Estate Planning & Wealth Transfer

At Herr Capital Management, our team works alongside knowledgeable estate planning attorneys to help advise you on how to efficiently reduce estate and income taxes, probate fees and associated legal expenses. An essential part of aligning your financial picture, your estate should be periodically reviewed, especially with the occurrence of major life events. 

Together, we'll address: 

Education Planning

Many families finance a college education with help from student loans and other types of financial aid. But savings are the cornerstone of any successful college financing plan. There are several college savings options, and it's smart to consider tax-advantaged strategies whenever possible. As a firm, we’ll empower you to make informed decisions and save on the cost of education in a proactive manner. 

Together, we'll address: