A strong investment plan doesn’t stand alone—it’s woven into your full financial picture. At Deacon Wealth Management, we design investment strategies that don’t just aim for growth but serve a purpose: funding your retirement, supporting your legacy, reducing tax, and preparing for the unexpected.
Your portfolio should do more than perform. It should work in sync with your life. Whether you’re planning for a milestone or navigating a complex transition, we ensure your investments support the bigger story—your story.
Our frequent check-ins, transparent communication, and close coordination with your accountant and legal team ensure every investment serves a purpose. As your trusted investment advisor, we go beyond asset allocation—we help you make informed decisions with clarity, control, and long-term confidence.
Your investment advisor should ask better questions
We don’t start with products—we start with you. As your investment advisor, we want to know what drives you. Is your goal peace of mind in retirement? Leaving a legacy? Growing wealth without losing sleep at night? Your answers shape your strategy. Because your life isn’t static, your portfolio shouldn’t be either. Markets change. Priorities shift. New opportunities emerge. Our role is to make sure your plan evolves alongside your life—always aligned with your purpose, risk tolerance, and ambitions.
Tax efficiency: protect what you’ve built
Taxes quietly erode returns. That’s why we take tax strategy seriously. Through strategic account allocation, well-timed withdrawals, and tax-smart investment structures, we help keep more of your returns in your hands—not lost to inefficiency.
Whether you’re drawing income, accumulating wealth, or preparing for a transfer of assets, we integrate tax strategy into every step of the plan. At Deacon Wealth Management, your investments don’t just grow—they grow wisely.
Turn your portfolio into an income stream
Planning for retirement? Your investments shouldn’t go quiet when your career does. We help transition your portfolio into an income-generating engine—so your wealth continues working long after you stop.
Using a variety of products and approaches, we structure your portfolio for consistent, reliable income. You’ll have the confidence to enjoy retirement without wondering if your nest egg will last.
Go beyond the basics
Stocks and bonds are only part of the picture. For many clients, diversification means going further—with private equity, real estate, or alternative investments that offer new sources of growth and stability.
We carefully assess which non-traditional investments complement your risk profile and objectives. It’s not about chasing returns—it’s about creating balance and resilience in your portfolio.
Align your investments with your values
For clients who care about impact, we offer sustainable investing options that support causes close to your heart. Whether it's clean energy, diversity, or ethical governance, we can align your investments with your values—without compromising long-term growth. Your portfolio should reflect who you are—not just what you own.
A trusted advisor, not just a portfolio manager
We don’t believe in set-it-and-forget-it investing. We’re with you at every stage—checking in, adjusting the plan, and making sure your investments respond to life’s changes. Need to rebalance during market volatility? Planning a major purchase or life event? Considering a business sale? We help you move forward with clarity and confidence. As your investment advisor, our job is more than managing money. It’s guiding your decisions with care, expertise, and foresight—so you always feel supported and in control.
High-net-worth investment planning that goes deeper
For high-net-worth families, investment planning is about more than return—it’s about integration. Tax, estate, retirement, insurance, succession—it’s all connected. And if it’s not aligned, you risk missed opportunities and unnecessary exposure.
At Deacon Wealth Management, we work with your accountant, lawyer, and other professionals to ensure your investment plan is part of a larger, unified strategy. The result? Clear direction, lower tax burden, and a portfolio that supports your life—not the other way around.
Confidence backed by a real plan
Our investment planning process gives you more than a portfolio. You get:
- A clear roadmap for building and protecting wealth
- Regular check-ins to adapt as life changes
- Transparent reporting so you always know where you stand
- Personalized strategies tailored to your unique goals
This is planning that grows with you—flexible, thoughtful, and fully aligned with everything you care about.