High Net Worth Individuals

High net worth requires constant attention because wealth management is dynamic, unpredictable and complex. The stock market and tax and estate laws are always changing. Your circumstances are always changing – inheritance, retirement, marriage, divorce, birth, death. This constant change can put you at risk, so you need more than an accounting firm. You need a professional who will help you preserve your assets, grow your investments, and develop and manage a plan that will anticipate change.

At Stockman Kast Ryan + Co., we help high net worth individuals, families and family businesses achieve these objectives and meet their financial goals.

High net worth also means that you are involved with other advisors. We've built our reputation on developing comprehensive plans that include you and your legal, insurance and investment advisors. Our designated specialists are trained in high net worth planning, investments, insurance, retirement and estate planning and asset protection, as well as attend the American Institute for Certified Public Accountants Tax Strategies for High Income Individuals with nationally recognized instructors every year.

Services to High Net Worth individuals include:

• Tax return preparation
• Tax planning
• Real estate
• Asset protection
• Retirement planning
• Estate planning
• Family limited partnerships
• Investments
• Insurance

High Net Worth Accounting Experts

Eric Ryan, CPA, PFS
B.B.A., Univ. of Notre Dame; M.B.T, Univ. of Southern California

Judy Kaltenbacher, CPA
B.S., UCCS; M.T., University of Denver

Developing a Money-Smart Retirement Plan