Advanced Planning
The Cetera Advanced Planning Team is actively involved throughout each phase of our six-part process offering specialized expertise to help navigate complex financial decisions and ensure alignment with your long-term goals. Advanced Planning Consultants are available to join client meetings either virtually or in person, as appropriate.
Investment Partners
We maintain close, collaborative relationships with our investment partners and can arrange one-on-one strategy discussions to explore specific approaches in greater detail, tailored to your needs and interests.
Annual Tax Review
Following the completion of your personal tax return, we provide a detailed report that highlights key observations, identifies planning opportunities, and supports the development of proactive tax strategies.
Tax Impact Analysis
When anticipating a taxable event within or outside of your portfolio, we assess the potential impact and identify portfolio adjustments that may help mitigate the associated tax liability. In collaboration with your tax advisor, we assist in scenario analyses to support informed, tax-efficient decision-making.
True North Stewardship SummitTM
The True North Stewardship Summit™ is a two-day, signature experience designed to deepen your strategic relationship with True North Private Wealth Partners, our clearing firm, our investment partners, and the broader wealth management process. Hosted in Dallas, each experience is thoughtfully tailored to reflect your individual goals, priorities, and values.
Throughout your personalized Stewardship Summit™, you’ll engage in constructive discussions that may include a comprehensive portfolio review, asset manager due diligence, financial plan stress testing, exploration of alternative investment strategies, estate and legacy planning, or next-generation family engagement. These conversations are designed to be both insightful and actionable, helping you gain clarity and confidence in your financial journey.
In addition to meeting with members of the Cetera Advanced Planning Team, the experience also includes the opportunity to meet and connect directly with members of the Avantax & Cetera executive and senior leadership team. This personal access fosters a deeper understanding of the people and philosophy behind your financial strategy.
Invitation to the True North Stewardship Summit™ is offered annually or biennially, depending on qualifying asset levels, and is intended to serve as a cornerstone of your long-term planning experience.
Family Engagements
Managing wealth is about more than just numbers. It's about people, values, and legacy. We offer customized, multi-generational family engagements designed to foster meaningful conversations that strengthen relationships and align priorities. You choose the level of detail to share, ensuring the experience aligns with your family’s unique dynamics and goals.
Life Stage Planning
Life Stage Planning supports the personal transitions that shape your journey, including retirement, caregiving, relocation, health changes, and more. It’s about helping you navigate the complexities of aging with clarity, confidence, and purpose. Dr. Stacey White, our in-house gerontologist, offers expert guidance on aging-related topics, and serves as a trusted resource for clients preparing for their own future or supporting aging loved ones through life’s evolving stages. Learn More
Account Mapping Report
During the transition of accounts from other institutions, we prepare a detailed account mapping report that outlines asset movement. A corresponding version is also provided to your tax advisor to support accurate tax reporting. This service is offered exclusively during the year of transition.