Client Services

Personal wealth management involves offering a sufficient and appropriate range of financial planning services.  As a client of Coromandel Wealth Management, you receive the following services:

Investment “Watch Dog” Service

  • Meet regularly to evaluate your investment performance, update your overall financial objectives and, if necessary, adjust your portfolio to meet your life needs.
  • Rebalance your investment allocation as required.
  • Recommend how to best position the funds within your employer-provided retirement plan to complement your non-401(k)/403(b) holdings.
  • Provide independent, objective advice.

Tax Planning

  • Annual review of your tax return to highlight opportunities for maximizing tax reduction.
  • Notify you of new laws that can affect your tax situation, and suggest appropriate responses.
  • Recommend tax reduction strategies, including specific tax-advantaged investments.

Retirement Income and Distribution Planning

  • Analyze your current and future income needs and distribution requirements.
  • Suggest how to best fund your income needs in order to meet your desired standard of living.
  • Advise you of the best distribution strategy for employer retirement plans and IRAs.
  • Review the beneficiaries of your IRAs to ensure that they are set up properly.
  • Provide guidance on how to correctly set up an Inherited IRA.

Family Wealth Planning

  • Analyze your current estate plan and estate funding strategies.
  • Provide a free annual consultation with your attorney.
  • Assist in transferring assets to your Living Trust or other trusts.
  • Provide guidance on appropriate steps in the event of the death of a spouse or parent.

Client Services and Communications

  • Quarterly “Market Watch” newsletter describing our view of the current state of the investment markets.
  • Monthly e-newsletter covering economic developments, tax law changes, financial market activities, and personal finance items of interest.
  • Semi-annual review of your investment allocations.
  • Reports on how to reduce your taxes, estate planning issues, and other relevant subjects.
  • Seminars on tax planning, estate planning, and other timely financial planning topics.
                                                                              Coromandel Wealth Management    15 Muzzey Street    Lexington, MA  02421    (781) 728-9001                         CWM © 2018