Our Services

“The mint makes it first, it is up to you to make it last.”

EVAN ESAR

 

Certainly, high net worth individuals face many complex questions about how to optimize their financial wealth and ensure the security of their families’ futures. Through Terry Fenwick’s affiliation with The Nautilus Group®, we have access to an unmatched base of knowledge and experience. Together, we can work with you one-on-one to answer your questions and tailor solutions to fit your needs.

Preserving and growing your financial wealth requires sound counsel and expertise in a number of areas and Terry can offer you and your family a broad range of services.

 

FAMILY PROTECTION

We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.

ESTATE AND LEGACY PLANNING

Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

BUSINESS SUCCESSION AND EXIT PLANNING

Your life’s work is often one of your most valuable assets. We’ll help you find ways to protect that asset and ensure its viability well into the future.

EXECUTIVE BENEFITS

Most businesses are successful due in large part to talented executives. At Fenwick Partners, LLC we can suggest a variety of benefit packages to help you retain key employees and attract new ones.

PHILANTHROPY

We can help you design and execute a charitable giving plan that can meet your personal and philanthropic goals while minimizing your tax burden.

RETIREMENT INCOME STRATEGIES

Increasingly, it is now left to retirees themselves to figure how to maximize retirement income and minimize risk such that necessary resources aren't outlived. We will help you create a plan that balances risk tolerance and lifetime income objectives.

SUPPLEMENTAL BENEFITS

Successful businesses often employ Voluntary Payroll Deduction Planning as an added benefit for their workforce. Fenwick Partners, LLC offers assistance in the development and implementation of plans to include life, disability and long term care. With voluntary payroll deduction, we make it easy for employees to protect their family, their future, and their  lifestyle.