Financial Planning
We make practical financial plans that give you clarity and confidence.
At Roundtable, we believe that wealth is personal — and your financial plan should reflect that. That’s why we begin by listening. Your values, goals, and vision for the future form the foundation of everything we do.
We work with clients to:
- Define goals and priorities across life stages – from retirement to career shifts
- Build comprehensive plans that model outcomes and trade-offs
- Assess risk, income needs, and timing for major financial decisions
- Adapt the plan as life evolves – with structure, flexibility, and purpose
Great financial planning is more than numbers. It connects your resources to what matters most and evolves with you over time. We help you move forward with a sense of control and direction.
Investment Management
We implement diversified, disciplined, and forward-thinking strategies.
At Roundtable, we build portfolios that are aligned with your goals, grounded in research, and designed to control risk during market volatility. We don’t chase headlines – we focus on discipline, diversification, and long-term success.
We work with clients to:
- Build diversified portfolios tailored to risk tolerance and time horizon
- Maintain disciplined rebalancing to keep your portfolio aligned with your goals
- Structure investments for tax efficiency and long-term growth
- Ensure your portfolio supports your full financial plan, not just market performance
Our approach isn’t about beating an arbitrary benchmark in any one year. It’s about building a strategy you can stick with through all market conditions so you can focus on living your life, while trusting that your investments are working quietly in the background.
Tax Strategy & Estate Planning
We protect what you’ve built and help you prepare for what’s next.
Tax Strategy
Smart tax planning doesn’t happen once a year — it’s baked into every part of your financial life. At Roundtable, we integrate tax strategy into your overall plan to reduce inefficiencies and help your money go further.
We work with clients to:
- Identify tax-saving opportunities across accounts, income sources, and withdrawal strategies
- Optimize asset location and investment structure
- Plan around stock options, business income, or Roth conversions
- Align charitable giving and legacy goals with tax efficiency
The result? Less money lost to taxes, and more available to support the goals that matter most.
Estate Planning Support
Estate planning is about more than transferring wealth — it’s about preserving your legacy, protecting your loved ones, and bringing clarity to the future. We work with estates of all sizes and complexities and help you thoughtfully plan to ensure your intentions are clearly executed.
We guide you through:
- Clarifying your goals around legacy, family, and charitable giving
- Understanding key tools like wills, trusts, and beneficiary designations
- Reducing potential estate taxes and probate delays
- Coordinating with estate attorneys and CPAs to implement your plan
Our goal is to simplify the process, bring clarity to your options, and make sure your financial plan supports not just your life but the people and causes you care about most.