Comprehensive Wealth Management for Every Stage of Life

At Lincoln Capital, we provide personalized wealth management solutions tailored to your unique financial situation. From retirement planning to investment management, we are committed to helping you achieve your financial goals with confidence.

Estate and Tax Planning

Navigating complex tax laws and ensuring your estate is structured according to your wishes requires experienced guidance. We work closely with you and your legal advisors to create a tax-efficient plan that will ensure a smooth transfer of wealth to the next generation while minimizing tax liabilities.

Our investment strategy is designed to align with your financial goals and risk tolerance. We balance diversification with personalized approaches, offering access to high-quality individual stocks, bonds, mutual funds, and ETFs. We continuously review your portfolio, ensuring it adapts to changing market conditions and your evolving goals.

We help you structure a retirement income strategy designed to provide a reliable stream of income for your retirement years. From Social Security optimization to managing withdrawals, we ensure your plan is tax-efficient and sustainable.

We help you secure the future of your loved ones by creating personalized education savings plans. From 529 plans to education trusts, we offer strategies that maximize tax benefits and ensure you’re financially prepared for future education costs.

Make a lasting impact with a charitable giving plan aligned with your financial goals. Whether you’re interested in donating to causes you care about or creating a charitable legacy, we help you incorporate philanthropy into your overall wealth strategy while maximizing tax benefits.

As a business owner, your financial needs are unique. We provide tailored financial planning, from succession planning to retirement strategies, that aligns your personal and business goals. Our approach ensures that your business thrives while protecting your personal financial future.

Protecting your wealth requires more than just investing wisely. We work with you to implement comprehensive insurance and asset protection strategies, from life insurance to long-term care and liability protection. Our goal is to safeguard your assets and provide financial security for you and your family across all stages of life.

Wealth Transfer Services

With an estimated $83 trillion expected to pass between generations over the next 25 years, planning for this transfer has never been more critical. At Lincoln Capital, we provide personalized strategies to ensure your wealth is passed on seamlessly and in line with your wishes.

Wealth Transfer Planning

We guide you through the entire wealth transfer process, from including family members in meetings to planning for the distribution of assets.

Gifting
Strategies

We offer guidance on gifting assets before passing, helping you decide between annual gifting and lifetime strategies.

Planning for Future Generations

Whether it’s funding future education, ensuring financial stability for your heirs, or helping them buy a home, we assist you in defining and achieving your wealth transfer goals.

Estate Plan Development

We assist with organizing and reviewing your estate plan, ensuring it’s up to date and aligned with your financial objectives.

Reducing Your Tax Burden

We help you navigate estate tax laws, exemptions, and strategies such as Roth conversions to reduce the tax burden on future generations.

Building Relationships with Heirs

We help establish relationships with younger family members and beneficiaries, giving you peace of mind knowing they have an experienced financial advisor.

Our Distinct Value

What makes Lincoln Capital different? As an independent, fee-only firm, we provide objective guidance and strategies designed to preserve, grow, and protect your wealth. Our independent status means we can collaborate openly with your existing advisors, offering a seamless approach to wealth management that addresses every aspect of your financial life.

Ready to secure and grow your financial legacy?

Schedule a complimentary wealth consultation to explore how our comprehensive services can help you achieve your goals.