What we do

Our Services

Investment & Portfolio Management

Is your investment portfolio aligned with your objectives or your risk tolerance? We understand the academic and the art to building a diversified portfolio that provides growth and reduces risk. We’ll develop a smart, low cost investment plan that is unique to you because we understand that your priorities deserve more attention than a firm investment model. Through a strategic portfolio management approach we will grow and preserve your wealth.

PRIVATE WEALTH MANAGEMENT

We understand that preserving your wealth is just as important as growing it. Our family office approach to wealth management offers a wide range of services to ensure all aspects of your financial life work together to support your objectives and bring you peace of mind.

NONPROFIT INVESTMENT MANAGEMENT 

Nonprofits face unique financial challenges that require careful planning. West Fork Wealth Management understands a board member’s fiduciary responsibility to their mission, the organization, and to investment management. We are dedicated to partnering with the board to help maximize the impact of every dollar you receive while prioritizing your organization’s core mission and values.

INCOME AND RETIREMENT PLANNING

Various sources of income require a strategic approach to managing cashflow and taxes. We’ll sit down with you to evaluate your current finances, explore investment opportunities, and set short- and long-term goals with a clear roadmap for achieving them.The better you plan for retirement, the more comfortable and secure your golden years can be.

TAX PLANNING AND INTEGRATION

An effective tax strategy can help you keep more of what you earn and reduce the taxes you owe. We’ll explore a number of tax planning options that can help maximize your financial resources and lower your taxable income.

PHILANTHROPY AND CHARITABLE GIVING

By thoughtfully integrating philanthropy into your financial strategy, you can make a meaningful impact on your community and create a lasting legacy. We’ll help you navigate the options and benefits of charitable giving with expertise and care, to fit your unique financial situation.

BUSINESS AND SUCCESSION PLANNING

You’ve worked hard to build your business. We’ll work equally as hard to ensure a transition that financially provides you the security and resources for the next phase of life. Whether you are passing the helm to the next generation or selling, West Fork Wealth Management understands that this vital step takes time and careful planning. We’ll work closely with your other trusted advisors to create a proactive strategy to help ensure a seamless transition for you and your business.

ESTATE AND LEGACY PLANNING

A clear wealth transfer strategy will help you protect your assets, minimize tax implications, and preserve your legacy. We understand there is more to a family legacy than passing assets to the next generation; Equally important is preserving your family story, traditions, and values. We will bring respect and care to family dynamics to ensure your wealth transfer plan aligns with your intentions and long-term goals.

NIL PLANNING

With changes around NIL (Name, Image, and Likeness) deals, student athletes face greater complexity in their personal finance. The NIL process is exciting and complex. We work with student-athletes to develop a robust financial plan and work to establish skills for your future stability and freedom. 

ASSET PROTECTION 

An effective asset protection strategy helps protect your wealth from life’s uncertainties that can put your financial future at risk. Whether it is through the use of trusts or the use of insurance, we’ll help you make proactive decisions that will safeguard your assets and financial future.