How We Help
Donsky & Donsky Wealth Management Inc.

We combine the vast resources of a trusted global financial services firm with the individualized services of an investment boutique for a hands-on tailored approach to help families, entrepreneurs and incorporated professionals manage the multiple facets and legacy of their wealth. We tailor a fully integrated wealth management plan based on your individual needs—strategies to invest assets, transfer wealth, manage risk, help maximize philanthropic impact, reduce family conflict and enhance your lifestyle. 

“We focus on helping affluent families and individuals address the complex, multidimensional challenges of managing significant wealth. We identify and prioritize solutions to optimize for after tax multigenerational returns.”

1. Discovery Process

Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

2. Formulation of Tax, Trust and Estate Strategy

Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

3. Creation of Customized Strategic Solutions

Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

4. Implementation of a Customized Wealth Strategy

After comprehensive due diligence and analysis of expected results across multiple risk scenarios, strategies are chosen from our expansive solutions platform to meet your needs.

5. Ongoing Assessment

In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial, business and family needs.