A plan for your life and legacy
Fasi Wealth Management
860-727-1507
800-527-7162
Hartford Steam Boiler Building
One State Street
Suite 1600
Hartford, CT 06103
At Fasi Wealth Management, we understand how families make decisions—at home and in the office—and the emotions that come with owning, growing and ultimately deciding to step away from your business.
That’s why we work with you and your family throughout the decision-making process to help you develop a tailored plan for managing change by aligning your personal, business and financial objectives, including important estate planning considerations.
Our top priority is helping you leave a meaningful and lasting legacy. We achieve this by offering experienced perspective and a unique generational planning approach to guide you confidently toward your life’s goals.
Our focus on business transition and succession planning
In our experience, we’ve found that many owners have not properly planned for their exit—whether through selling the business outright, taking some liquidity off the table, or transferring it to the next generation. This lack of planning often results in less favorable outcomes and unexpected consequences.
By working together, we will help ensure you have an appropriate strategy in place that addresses your objectives and contingency plans. Your strategy may include:
Depending on your needs, you can gift and/or sell your business to family members. Some techniques will provide you with retirement income and let you transfer the business at a discount, saving estate and gift taxes. Most let you keep some control.
An Employee Stock Ownership Plan (ESOP) lets your employees enjoy the benefits of ownership, yet you can keep control until your retirement or death.
You can have reciprocal buy/sell arrangements with each other, so that when one of you is ready to retire or dies, the other automatically buys his/her share of the business. Life insurance is often used to fund these arrangements.
Charitable trusts can provide income, capital gains and estate tax savings. With a charitable remainder trust, you can receive lifetime income. And you have the added benefit of helping a charity that has special meaning to you.
A wealth management relationship for a lifetime
We offer a consultative approach and comprehensive financial planning to help you pursue your goals throughout your lifetime. Collaborating with your CPA, attorney and other professional advisors helps ensure that our advice and recommendations are working together. To us, the better aligned we are with one another, the more successful our relationship can be. That’s why we focus on:
Understanding your priorities
We spend the time to really get to know you and your family and the priorities you have for your wealth and your future. Our conversations are detailed, specific and deep—that’s how we learn what’s important to you. At the end of the day, we want you to trust our advice, but more important, we want you to understand how much we care about your financial well-being.
Designing a plan that gives you a clearer picture of your wealth
Our planning process integrates your financial assets and liabilities with your savings and investment priorities. This gives us a comprehensive and cohesive view of what you have and what you may need to achieve your goals.
Customizing your investment strategy
We are Senior Portfolio Managers in the UBS Portfolio Management Program. Our customized, discretionary asset allocations are informed by more than 40 years of our own investment experience, specialists in our Portfolio Advisory Group and industry-leading intellectual capital from UBS wealth management research.
Advanced Planning Insights
Insights
