Our Approach
We see financial goals as life goals. Whether it’s planning for a comfortable retirement, supporting children and grandchildren in their higher education, embarking on a family adventure or buying a beach house, helping you plan for and pursue your goals is the driving force behind our financial planning practice.
We believe that wealth isn’t just about increasing numbers; it’s about enriching the lives of those you love.
Investments
We create a custom strategy that is purposeful, organized, and aligned with your life priorities. Thoughtful investing enables growth while ensuring funds are available when you need them.
Insurance
Protect against life’s unexpected moments, preserve progress, and ensure peace of mind, knowing that setbacks don’t have to become financial detours.
Tax Strategy
Keep more of what you earn working toward your goals. We view tax planning as an essential part of your financial plan, and a potential source of meaningful savings.
Estate
A strong estate plan provides confidence that your wishes will be honored and the people you care about will be protected. Create clarity today and help reduce stress for loved ones in the future.
Our Approach
4 Pillars of Financial Planning
We see financial goals as life goals. Whether it’s planning for a comfortable retirement, supporting children and grandchildren in their education, embarking on a family adventure, or buying a beach house, helping you plan for and pursue your goals is the driving force behind our financial planning practice. We believe that wealth isn’t just about increasing numbers; it’s about enriching the lives of those you love.
Our Services
Combining Care For Your Family With Comprehensive Wealth Planning
At Countiss Wealth Management, comprehensive financial planning starts with understanding your life goals and your current cash flows and financial picture. We follow a time-tested process to map your financial journey to the outcomes that are meaningful to you.
Retirement is a season of life, and one that should be enjoyed without the worry of running short. We specialize in creating custom income strategies to help provide you the confidence your wealth will last through retirement.
Learn More...We choose and manage the day-to-day investing for your hard-earned money. Based on your personal risk assessment and the intended use of the funds, we match you to portfolios of securities (stocks, ETFs, mutual funds, etc.). We help balance risk and return and utilize tax-efficient investment strategies tailored to your long-term goals.
Learn More...We help guide you through life’s significant changes, from career and family changes to unexpected events. We help you re-envision your financial and life goals, and execute the plans to help you achieve whatever you desire for yourself and your family.
Working with your personal accountant and attorney, we incorporate tax efficiency and estate strategies to help preserve your legacy.
Learn More...We start with understanding your current state cash flow and savings, and identify the financial goals for you and the people you love. We track savings and cash flows over time and keep your financial plan current.
Learn More...
Who We Serve
Customized Guidance for Every Type of Client
Helping those nearing or in retirement answer the question, “Can I retire and keep the lifestyle I want?"
Pre-Retirees & Retirees
Assisting entrepreneurs by developing exit strategies, optimizing cash flow and translating professional success into personal financial goals.
Business Owners
Crafting personalized planning strategies and navigating equity compensation for accomplished individuals.
Executives & Professionals
Creating a legacy for future generations by assisting families through significant life milestones and transitions.
Generational Wealth Planning
Our Team
Dedication & Expertise
Our Team is the heart of our financial planning and investment advisory practice. Each person on our team is committed to delivering exceptional client service and helping you pursue your financial and life goals.
OUR TEAM
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Our Team is the heart of our financial planning and investment advisory practice. Each person on our team is committed to delivering exceptional client service and helping you pursue your financial and life goals.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: MS and LA.