We Are Dedicated To Helping Individuals, Families, & Businesses Access Strategic Relationships
& Individualized Advanced Planning.
Facilitating The Achievement Of Short-Term and Long-Term Financial Goals.
Independant Consultant & Financial Concierge
As independent financial consultants and financial concierge, we play a crucial role in managing and coordinating complex financial affairs. We provide unbiased, expert advice, act as a bridge between different parties, and help clients navigate their financial journeys with confidence and clarity. This ensures that our clients receive seamless execution and management of their advanced financial strategies.
Our Services Include:
Wealth Planning
Our Retirement Benefits refer to the various financial support and income sources available to individuals after they retire from active employment. These benefits are designed to provide financial security and help maintain a comfortable lifestyle in retirement. This goes way beyond living just having the standard spread of stocks, bounds, and mutual funds. We ensure that your retirement portfolio includes diversified wealth growth, estate planning, long term care contingencies, and predictable income.
Incoming Planning
Our Income Planning is the process of creating a financial strategy to ensure that you have a steady and reliable income stream to meet your needs and goals, both now and in the future. It involves analyzing your current and expected sources of income—such as wages, investments, retirement accounts, pensions, or Social Security—and determining how to allocate and manage these resources effectively. If your predictable and fixed income resources are limited we will explore if more is needed and what options would be most beneficial.
Succession Planning
Succession planning involves setting things processes, people, legal framework, and financial instruments in place to ensure that your business, estate, and legancy continue as you envision with minimal hiccup as and with longevity built into the plan. This part of stragic planning involves knowing what professional experts to bring into the circle and involve in the plan. It also is ideal to develop an online regular evaluation regiment to ensure that everything remains up to date as things, people, and finances change.
Small Business
Employee Benefits
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Tax Optimization
Tax Planning around Liquidity Events
Tax Optimization is the process of strategically planning and managing finances to minimize tax liabilities while adhering to legal regulations. This involves utilizing various tax-saving strategies, such as maximizing deductions, credits, and exemptions, selecting tax-efficient investments, and advanced strategies for eliminating taxes.
Mortgage Protection
Buying a house is usually the first big financial investment someone makes. Our Mortgage Protection plan includes a type of insurance designed to pay off or make the mortgage payments on the outstanding balance in the event of certain life-changing events, such as death, disability, or critical illness. The primary goal is to ensure that the mortgage is paid, relieving your loved ones of financial burden and allowing them to stay in the home without the pressure of covering the remaining loan.
Legacy & Estate Protection
Protecting your legancy and your estate takes planning and action. This can include everything from having a trust, proper insurance and a clear plan. This also includes having a clear plan for your finances so that your wealth can live on and continue to grow in order to continue to support your legancy plan. I need to include about two more sentences about legaxy and estate planning. It should allude to trusts and life insurance but not name these products spefically .
Mortgage Protection
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Your Home is More Than Just a Property—It’s an Asset
Your home is one of your most valuable assets, growing in worth as the years go by. Just as you invest in maintaining and improving your home, it’s crucial to ensure you have the right insurance to protect it. Our insurance plans offer extensive coverage, safeguarding your home against unexpected events and providing peace of mind. Our policies include benefits that enhance your life, from emergency support services to home repair discounts.
Income Planning for Retirement
Secure Your Future with Confidence
Retirement is a time to enjoy the fruits of your labor, but it requires careful planning to ensure you have the income you need. Effective income planning is key to a comfortable and stress-free retirement. Plan for stable and reliable income sources, so you can maintain your desired lifestyle without financial worries. Adapt your plan to accommodate changing needs and take advantage of investment growth opportunities.
Tax planning
Why Pay More Taxes Than Necessary?
No matter your tax bracket, paying taxes is a reality that impacts your financial well-being. But what if you could take those tax dollars and turn them into an income stream instead of just writing a check to the IRS?
Also questions about if you have children and are you taking the maximum allowable deductions that can be associated with them you know your child can be deduction within your business? Figure out how that fits into your plan?
A tax risk analysis can help you identify potential areas of exposure or risk within your tax strategy and ensure compliance with tax laws. Here's how you can go about conducting a tax risk analysis, especially for a business or an individual with more complex tax situations, such as owning a business and employing family members
Retirement Benefits
Unlock the Full Potential of Your Retirement
Effective tax planning is crucial for maximizing your financial well-being and ensuring that you keep more of what you earn. With the right strategies, you can minimize your tax liabilities and enhance your overall financial health. Identify and utilize all available deductions and credits to reduce your taxable income and lower your tax bill. Plan ahead for upcoming tax changes and prepare your finances to adapt to new tax laws and regulations.
Why work with us?
We offer an extensive network of specialists to bring together a highly refined and planned based on expertise looking at your taxi, efficiency, wealth, growth, income, planning, legacy, planning, and estate planning. … working with us means you have one person that makes sure all the branches of your financial world are connected to the same tree , telling the same story and rooted by your goals. this means you only need to have one contact number to manage all of your financial planning, but you get the expertise of an entire team of people working for you
When your wealth grows, so do the stakes.
We hold $2B+ net worth under advisement.
Our unique approach bridges the gap between traditional and alternative investments, offering you unparalleled opportunities such as private equity, REITs, donor-advised funds, and cryptocurrency. This diversified approach provides you access to a wide range of investment options, tailored to your specific needs and preferences.
Our Vision
We help people optimize their assets without sacrificing lifestyle,
providing comfort and longevity of wealth.
Ada Catino
Ada, a former engineer with a Bachelor of Science, transitioned into financial services after years of personal investing. Her analytical background and attention to detail have enabled her to build a network of vetted opportunities and trusted professionals. As a financial concierge, she offers clients customizable solutions that simplify wealth-building and provide access to diverse investment opportunities. Driven by her experience as a mother, Ada ispassionate about helping people create financial legacies that stand the test of time. This passion was a driving force in the creation of Sequoia Fund.
“In today’s ever-evolving financial landscape, many face the ‘Netflix problem’—an overwhelming array of options that can cause confusion and uncertainty. At Phoenix Wealth Management, we cut through the noise. By tailoring our services to your specific needs, we help empower you with confidence in your financial future, providing clarity and assurance.”
Resources and insight to support your retirement journey
Download our complimentary brochures and checklists to help you plan for your retirement goals.
5 Essential Strategies to Help Ensure Financial Success in Retirement
Maximize Your Retirement: 5 Smart Money Moves For Your Old 401(k)
Maximize Your Social Security Benefits: Separating Fact From Fiction
Pinyon Wealth Strategic Partners
Email: [email protected]
Call Us Now: +1 469-466-5704
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information provided by Pinyon Wealth Strategic Partners is for educational purposes only and should not be considered as personalized investment advice. All investment strategies and investments involve risk of loss. Past performance is not indicative of future results. The strategies discussed may not be suitable for every individual and are not guaranteed to produce any specific results. Before making any investment or financial decisions, clients are encouraged to consult with a qualified financial professional. All information is subject to change without notice, and Pinyon Wealth Strategic Partners makes no representations or warranties as to the accuracy or completeness of any data provided.