Financial Planning

Lyell Wealth Management is a planning-centric firm. We typically formulate a financial plan for new clients to understand their objectives, cash flows and temperament. This assessment can answer any number of questions, such as “Do I have enough to retire?,” “Can I afford a second home?,” or “Can I afford to give my alma mater a major gift?”

This comprehensive financial perspective allows us to customize the client’s asset allocation. A Lyell managed portfolio takes into consideration a client’s unmanaged assets, such as a current employer 401k plan or outside real estate holding.

Lyell views our role as proactively identifying financial issues, while also being responsive to client developments that episodically emerge. For example, we can advise on mortgage financing/refinancing and outside business investments, as well as serve as a sounding board on employment issues.