Committed to Your Financial Success
Whether you are looking to build a financial foundation or are seeking guidance on how to optimize your existing wealth, Cone Wealth provides a host of financial services suited for each client.
Cone Wealth can deliver dynamic wealth planning to clients, regardless of the type of client and stage in their life. This can involve a variety of strategies, including estate planning, tax planning, investment management, and asset protection. Wealth planning often begins with setting clear financial goals and creating a comprehensive plan to achieve them, taking into account factors such as income, expenses, assets, and liabilities. Successful wealth planning also involves regular monitoring and adjustment of one's financial plan to ensure that it remains aligned with changing circumstances and goals. With careful wealth planning, individuals and families can protect and grow their assets over time, and achieve greater financial security and peace of mind.
We offer a variety of investment options. These options can be used individually or combined to create custom portfolios that meet investors' goals and risk tolerance. We can assist individuals interested in socially responsible or "ESG" (Environmental/Social/Governance) investing to navigate through the clutter and identify investment opportunities that are in accordance with their values.
Cone Wealth also specializes in securities known as structured notes (learn more about structured notes below).
Impact planning involves the strategic use of one's time, resources, and skills to benefit just causes. This can include making donations to non-profit organizations and incorporating philanthropic goals into one's estate and financial planning. Effective impact planning often involves setting goals, researching and evaluating organizations and strategies, and establishing a plan for ongoing giving and involvement. With careful planning, we can help individuals and families make a meaningful impact on the issues they care about while also achieving their own financial and estate planning objectives.
Cone Wealth consults with clients on wills and trusts, life insurance, disability insurance, taxes, and more. A lawyer himself, Sam Cone will consult with you and your attorney or accountant to identify strategies that best suit your individual needs, so that you can feel secure in your family's financial future.
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More on Structured Notes
Structured notes are hybrid securities customized to meet specific goals. These notes generally consist of two parts: a traditional bond and a derivative component. Structured notes can offer a level of flexibility that is not found in traditional investments. They can be tailored to the specific needs of an investor or to function as a component of an overall investment portfolio, such as by offering exposure to a specific asset class, providing downside protection, or offering a variable return based on market performance. However, they also come with risks.
At Cone Wealth, we work with our clients to understand their goals and risk tolerance, and to design a customized investment strategy that meets their individual needs. Structured notes may be a component of that strategy. We also work with advisors who want to partner with someone knowledgeable and experienced in the use of these instruments to incorporate structured notes into their portfolios.
Sam Cone, with a degree in mathematics and years of experience evaluating, constructing, and monitoring these instruments, has developed an understanding of how structured notes can fit into a total investment strategy. If you're interested in learning more about structured notes or any of our other investment options, please contact us.
Rooted in Community. Fueled by a Global Leader in Financial Management.
Cone Wealth is a proud member of the Belpointe ecosystem, which expands our ability to offer customized financial and investment solutions to clients of nearly any size and complexity, including individuals and families, as well as corporations, private trusts, nonprofits, pension plans, private funds, and other institutions. Members of the Belpointe ecosystem embrace the craft of financial management and continually seek to innovate within the financial industry.
Contact Us
We understand that managing your finances and achieving your financial goals can be a complex and daunting task. At Cone Wealth, we are committed to helping you navigate the intricacies of the financial landscape and develop a customized plan that aligns with your needs and aspirations. To help us better understand your situation and goals, we invite you to fill out this contact form and a team member will be in touch.
