Kozlak Polacek Wealth Management Group

Our North Star FORMula is our process that fully ingrates the following seven pillars:

Wealth management - understanding what you want to achieve with your wealth and collaborate with you to develop and execute the strategies that allow you to achieve those goals.
Risk management - evaluate, quantify and put in place strategies to mitigate risks to your assets; financial, personal, business and life.
Cash management - the world runs on cash flow. We focus on insuring that you have a sufficient amount of cash flow and liquidity to avoid having to sell assets at inopportune times.
Tax considerations- understanding your tax situation and communicating with you and your tax advisor to develop tax aware strategies.
Estate planning services - ensure clients make active decisions on how they want their assets to be distributed and work with our Trust and Estate specialists and our clients’ attorneys to make sure these wishes are documented and reviewed at least annually.
Philanthropy - many clients are focused on giving back and as such we work with clients to help them meet their philanthropic goals efficiently.
Value added services - our team is here to serve our clients when life happens. We have helped our clients in some of their most difficult times from having to find housing for an aging parent to helping evacuate a client in a medical emergency from overseas. You have a team that knows you and can help in those times that you don’t expect.