SERVICES

PEACHCAP SERVICES

An Integrated Approach

With PeachCap, you won’t be getting advice from separate silos. In providing financial services to our clients for more than 25 years, we are one of the few firms offering a cohesive, integrated team. Our tax advisors, investment advisors, and research analysts work together on your behalf to help you assess and define your financial objectives, develop your investment and tax strategy, create your integrated tax and investment plan and then implement your plan for you. Through the years our team will communicate your progress and work with you to review and adjust as your family’s needs change.

FAMILY OFFICE SERVICES

Your complete resource

PeachCap offers a unique family office design to individuals and high-net-worth families. Consider us your integrated team of subject-matter experts. Your PeachCap family office is your trusted advisor that stewards your financial life by using sophisticated time-tested processes and longstanding relationships to safeguard your assets through checks and balances, while keeping pulse with the latest trends.

TAX AND FINANCIAL COUNSELING

Proactive Advice

PeachCap supports companies and individuals through guided education and implementation of holistic tax and financial planning. Our goal is to be the integrated advisory resource you can rely on. At PeachCap, by coupling tax advisors with wealth advisors, and integrating comprehensive tax along with investment advice and services, we have created a unique, hybrid approach. Our investment advice is given with short and long-term tax mitigation in mind, while your tax planning and preparation is enhanced by having access to investment strategies designed to preserve your wealth as well as grow it.

We have an experienced, in-house team of research analysts who monitor domestic and international markets, securities, governments, industries and economies. Based on our research, you can capitalize on a full range of investment opportunities including our own proprietary strategies. To round out the full range of unique investment opportunities which may be included in your portfolio design, we also offer alternative investments—such as private equity and customized real estate offerings.

MILLENNIAL EXCLUSIVE

Starting Early Is Key

While some firms work exclusively with people getting close to retirement, PeachCap takes a different approach. Our Millennial Exclusive services are designed to accommodate your growing career so you can become empowered to start early to create the future you desire. Our personalized approach is automated, flexible and provides turnkey solutions to Millennials as well as Gen-Xers. At PeachCap, our goal is to help people of every age with strategies they can use to grow their wealth.