December 2023 - Aura Wealth Advisors

Wealth Management for High Net Worth Individuals

Bert Doerhoff, CPA / December 13, 2023 / Wealth Management

Managing wealth can be complex and multifaceted, especially for high-net-worth individuals (HNWIs). Here are some strategies for maintaining and growing wealth that HNWIs can implement. Understand the Challenges HNWIs face unique challenges when it comes to wealth preservation, which often include: Wealth Diversification HNWIs typically have varied and diverse portfolios, including investments in stocks, real […]

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Investment Diversification Made Easier with Professional Guidance

Bert Doerhoff, CPA / December 13, 2023 / Retirement Investing

Navigating the world of investments can be challenging, especially if you lack the necessary expertise. One way to overcome these challenges and optimize your diversification strategy is to retain the services of a Certified Public Accountant (CPA) who is also a financial advisor. What is Diversification? Diversification is a fundamental investment strategy that involves spreading

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Customized Investment Strategies: Tailor Your Portfolio with Professional Help

Bert Doerhoff, CPA / December 13, 2023 / Estate Planning, Retirement Investing

Every investor has unique financial goals, risk tolerance, and investment preferences, which is why customized investment strategies are important. Working with a qualified financial advisor can tailor your investment portfolio to align with your specific needs and objectives. A financial advisor who is also a Certified Public Accountant (CPA) has expertise that can be particularly

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Achieve Your Financial Goals: Wealth Management for High Net-Worth Individuals

Bert Doerhoff, CPA / December 13, 2023 / Wealth Management

When you have a high net worth, the complexity of managing your wealth can increase significantly. High net-worth individuals (HNWIs) face unique financial challenges and opportunities requiring a specialized wealth management approach. Who Are HNWIs? HNWIs are typically those with substantial investable assets, often exceeding a million dollars. Their financial profiles can be quite diverse,

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