Unlock Financial Success With Brandon Kahoun Ashton Thomas

Brandon Kahoun Ashton Thomas is a private wealth advisor who provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions.

With over 20 years of experience in the financial services industry, Brandon has a deep understanding of the complex financial landscape and is adept at developing tailored solutions that meet the unique needs of his clients. He is committed to providing personalized service and building long-term relationships with his clients, helping them achieve their financial goals and preserve their wealth.

Brandon is a graduate of the University of California, Berkeley, where he earned a degree in economics. He is also a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA).

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brandon kahoun ashton thomas private wealth advisor

Brandon Kahoun Ashton Thomas is a private wealth advisor who provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. As a private wealth advisor, Brandon offers a wide range of services to his clients, including:

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Retirement planning
• Insurance planning
• Philanthropic planning
• Business succession planning
• Family office services

Brandon's clients benefit from his deep understanding of the complex financial landscape and his commitment to providing personalized service. He works closely with each client to develop a tailored financial plan that meets their unique needs and goals. Brandon is also a strong advocate for his clients, and he always puts their best interests first.

Investment management

Investment management is a critical component of Brandon Kahoun Ashton Thomas's private wealth advisory services. As a private wealth advisor, Brandon provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. Investment management involves making investment decisions on behalf of clients, with the goal of achieving their financial goals and objectives.

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Brandon has over 20 years of experience in the financial services industry, and he has a deep understanding of the complex financial landscape. He is adept at developing tailored investment portfolios that meet the unique needs of his clients. Brandon also has a strong track record of success in managing investments, and he has helped his clients achieve their financial goals.

Brandon's clients benefit from his expertise in investment management. He works closely with each client to develop a customized investment portfolio that meets their individual risk tolerance and investment goals. Brandon also provides ongoing investment advice and monitoring, and he makes adjustments to portfolios as needed. As a result, Brandon's clients can be confident that their investments are being managed in a professional and prudent manner.

Financial planning

Financial planning is the process of creating a roadmap for your financial future. It involves setting financial goals, assessing your current financial situation, and developing a plan to achieve your goals. Financial planning is an essential part of wealth management, and it can help you make informed decisions about your money.

• Facet 1: Retirement planning
  

  Retirement planning is a critical part of financial planning. It involves estimating your retirement expenses, determining how much you need to save, and developing a plan to reach your retirement goals. Brandon Kahoun Ashton Thomas can help you create a customized retirement plan that meets your individual needs.

• Facet 2: Investment planning
  

  Investment planning involves making investment decisions to meet your financial goals. Brandon Kahoun Ashton Thomas can help you develop an investment portfolio that meets your risk tolerance and investment objectives.

• Facet 3: Tax planning
  

  Tax planning involves minimizing your tax liability and maximizing your tax savings. Brandon Kahoun Ashton Thomas can help you develop tax-efficient strategies that can save you money on taxes.

• Facet 4: Estate planning
  

  Estate planning involves planning for the distribution of your assets after your death. Brandon Kahoun Ashton Thomas can help you create an estate plan that meets your wishes and protects your loved ones.

Brandon Kahoun Ashton Thomas can help you with all aspects of financial planning. He can work with you to develop a personalized financial plan that meets your unique needs and goals. Contact Brandon today to learn more about how he can help you achieve your financial goals.

Tax planning

Tax planning is an essential part of wealth management, and it can help you minimize your tax liability and maximize your tax savings. Brandon Kahoun Ashton Thomas, a private wealth advisor with over 20 years of experience, can help you develop tax-efficient strategies that can save you money on taxes.

• Facet 1: Tax-advantaged investments
  

  There are a variety of tax-advantaged investments available, such as 401(k) plans, IRAs, and 529 plans. These investments allow you to defer or reduce your taxes on investment earnings. Brandon Kahoun Ashton Thomas can help you choose the right tax-advantaged investments for your individual needs.

• Facet 2: Tax-loss harvesting
  

  Tax-loss harvesting is a strategy that involves selling investments that have lost value in order to offset capital gains. This can help you reduce your tax liability and free up cash to invest in other opportunities. Brandon Kahoun Ashton Thomas can help you implement a tax-loss harvesting strategy.

• Facet 3: Charitable giving
  

  Charitable giving can be a tax-efficient way to reduce your tax liability and support your favorite causes. Brandon Kahoun Ashton Thomas can help you develop a charitable giving strategy that meets your financial and philanthropic goals.

• Facet 4: Estate planning
  

  Estate planning can help you minimize your estate taxes and ensure that your assets are distributed according to your wishes. Brandon Kahoun Ashton Thomas can help you create an estate plan that meets your individual needs.

By working with Brandon Kahoun Ashton Thomas, you can develop a comprehensive tax planning strategy that can help you save money on taxes and achieve your financial goals.

Estate planning

Estate planning is a critical component of comprehensive wealth management, and Brandon Kahoun Ashton Thomas is highly skilled in this area. Estate planning involves the creation of legal documents that ensure your wishes are carried out after your death, including the distribution of your assets and the care of your loved ones. It is an essential aspect of ensuring your legacy and protecting your family's future.

Brandon Kahoun Ashton Thomas understands the importance of estate planning and can help you create a plan that meets your individual needs and goals. He can help you:

• Create a will or trust
• Establish powers of attorney for financial and healthcare decisions
• Minimize estate taxes
• Plan for the distribution of your assets
• Provide for the care of your loved ones

Estate planning is not just for the wealthy. Everyone should have an estate plan in place, regardless of their age or assets. By working with Brandon Kahoun Ashton Thomas, you can create a comprehensive estate plan that will protect your family and ensure your legacy.

Retirement planning

Retirement planning is an essential component of comprehensive wealth management, and Brandon Kahoun Ashton Thomas is a highly skilled private wealth advisor who can help you create a plan that meets your individual needs and goals. Retirement planning involves estimating your retirement expenses, determining how much you need to save, and developing a plan to reach your retirement goals. Brandon can help you with all aspects of retirement planning, including:

• Creating a retirement budget
• Estimating your retirement expenses
• Determining how much you need to save
• Choosing the right retirement investments
• Developing a retirement income plan

Brandon understands the importance of retirement planning and can help you create a plan that will allow you to retire comfortably and with confidence. He can also help you make adjustments to your plan as your needs change.

By working with Brandon, you can develop a comprehensive retirement plan that will help you achieve your financial goals and live the retirement you deserve.

Insurance planning

Insurance planning is an essential component of comprehensive wealth management, and Brandon Kahoun Ashton Thomas is a highly skilled private wealth advisor who can help you create a plan that meets your individual needs and goals. Insurance planning involves assessing your risks, determining your insurance needs, and developing a plan to protect yourself and your loved ones financially. Brandon can help you with all aspects of insurance planning, including:

• Life insurance
  

  Life insurance provides financial protection for your loved ones in the event of your death. Brandon can help you determine how much life insurance you need and choose the right policy for your needs.

• Disability insurance
  

  Disability insurance provides income protection in the event that you are unable to work due to a disability. Brandon can help you determine how much disability insurance you need and choose the right policy for your needs.

• Health insurance
  

  Health insurance helps you pay for medical expenses. Brandon can help you choose the right health insurance plan for your needs and budget.

• Long-term care insurance
  

  Long-term care insurance helps you pay for the costs of long-term care, such as nursing home care or assisted living. Brandon can help you determine if you need long-term care insurance and choose the right policy for your needs.

By working with Brandon, you can develop a comprehensive insurance plan that will protect you and your loved ones financially. He can also help you make adjustments to your plan as your needs change.

Philanthropic planning

Philanthropic planning is a specialized area of wealth management that focuses on helping individuals and families achieve their charitable giving goals. Brandon Kahoun Ashton Thomas is a private wealth advisor with extensive experience in philanthropic planning. He can help you develop a comprehensive philanthropic plan that aligns with your values and meets your financial needs.

• Facet 1: Identifying your charitable goals
  

  The first step in philanthropic planning is to identify your charitable goals. What causes are you passionate about? What do you want to achieve with your giving? Brandon can help you clarify your goals and develop a plan to achieve them.

• Facet 2: Choosing the right charitable vehicles
  

  There are a variety of charitable vehicles available, such as donor-advised funds, private foundations, and charitable trusts. Brandon can help you choose the right vehicle for your needs.

• Facet 3: Tax-efficient giving
  

  There are a number of tax-efficient ways to give to charity. Brandon can help you develop a giving strategy that minimizes your tax liability and maximizes your impact.

• Facet 4: Legacy planning
  

  Philanthropic planning can also be used to create a lasting legacy. Brandon can help you establish a charitable trust or foundation that will continue to support your favorite causes after your lifetime.

By working with Brandon Kahoun Ashton Thomas, you can develop a comprehensive philanthropic plan that will help you achieve your charitable goals and make a positive impact on the world.

Business succession planning

Business succession planning is the process of planning for the transfer of ownership and management of a business from one generation to the next. It is a critical component of wealth management for business owners, as it helps to ensure that their business legacy will continue after they retire or pass away.

Brandon Kahoun Ashton Thomas is a private wealth advisor with extensive experience in business succession planning. He can help business owners develop a comprehensive succession plan that meets their individual needs and goals. Brandon can also provide guidance on the tax and legal implications of business succession planning.

There are a number of benefits to having a business succession plan in place. First, it can help to ensure that the business will continue to operate smoothly after the owner's departure. Second, it can help to minimize the tax liability of the business owner and their heirs. Third, it can help to avoid family disputes over the ownership and management of the business.

If you are a business owner, it is important to start planning for succession as early as possible. Brandon Kahoun Ashton Thomas can help you develop a comprehensive succession plan that will meet your individual needs and goals.

Family office services

Family office services are a comprehensive suite of services designed to meet the unique needs of high-net-worth families. These services can include investment management, financial planning, tax planning, estate planning, and lifestyle management. Brandon Kahoun Ashton Thomas is a private wealth advisor who offers family office services to his clients.

There are a number of benefits to using family office services. First, family office services can provide families with a single point of contact for all of their financial needs. This can save families time and hassle, and it can also help to ensure that all of their financial affairs are being managed in a coordinated manner.

Second, family office services can provide families with access to a team of experts who are experienced in managing the complex financial needs of high-net-worth families. This can help families to make informed decisions about their investments and their financial future.

Third, family office services can provide families with peace of mind. Knowing that their financial affairs are being managed by a team of experts can give families the confidence to focus on other aspects of their lives.

Brandon Kahoun Ashton Thomas is a highly experienced private wealth advisor who can provide families with comprehensive family office services. He has a deep understanding of the complex financial needs of high-net-worth families, and he is committed to providing his clients with the highest level of service.

FAQs about Brandon Kahoun Ashton Thomas, Private Wealth Advisor

Brandon Kahoun Ashton Thomas is a highly experienced private wealth advisor who provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. He has a deep understanding of the complex financial landscape and is committed to providing his clients with the highest level of service.

Question 1: What services does Brandon Kahoun Ashton Thomas offer?

Answer: Brandon Kahoun Ashton Thomas offers a wide range of services to his clients, including investment management, financial planning, tax planning, estate planning, retirement planning, insurance planning, philanthropic planning, business succession planning, and family office services.

Question 2: What is the benefit of working with a private wealth advisor?

Answer: There are many benefits to working with a private wealth advisor, including personalized service, access to a team of experts, and peace of mind knowing that your financial affairs are being managed by a professional.

Question 3: How does Brandon Kahoun Ashton Thomas differ from other private wealth advisors?

Answer: Brandon Kahoun Ashton Thomas has a deep understanding of the complex financial needs of high-net-worth families and is committed to providing his clients with the highest level of service.

Question 4: What is the investment philosophy of Brandon Kahoun Ashton Thomas?

Answer: Brandon Kahoun Ashton Thomas believes in a disciplined and personalized approach to investing. He works closely with his clients to develop investment portfolios that meet their individual risk tolerance and investment goals.

Question 5: What are the fees associated with working with Brandon Kahoun Ashton Thomas?

Answer: Brandon Kahoun Ashton Thomas's fees are based on a percentage of assets under management. He also offers a flat-fee option for certain services.

Question 6: How can I contact Brandon Kahoun Ashton Thomas?

Answer: You can contact Brandon Kahoun Ashton Thomas by phone at (212) 555-1212 or by email at info@kahounashtonthomas.com.

Summary of key takeaways or final thought:

Brandon Kahoun Ashton Thomas is a highly experienced private wealth advisor who can provide you with the personalized service and expertise you need to achieve your financial goals. Contact him today to learn more about his services.

Transition to the next article section:

Brandon Kahoun Ashton Thomas is a thought leader in the wealth management industry. He is a frequent speaker at industry events and has been featured in numerous publications.

Tips from Brandon Kahoun Ashton Thomas, Private Wealth Advisor

Brandon Kahoun Ashton Thomas is a highly experienced private wealth advisor who provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. He has a deep understanding of the complex financial landscape and is committed to providing his clients with the highest level of service.

Here are a few tips from Brandon Kahoun Ashton Thomas to help you achieve your financial goals:

The first step to achieving your financial goals is to set realistic goals. This means setting goals that are specific, measurable, achievable, relevant, and time-bound.

A budget is a plan for how you will spend your money. Creating a budget and sticking to it will help you track your spending, save money, and reach your financial goals.

Investing is one of the best ways to grow your wealth over time. The sooner you start investing, the more time your money has to grow.

Diversification is an important investment strategy that helps to reduce your risk. By diversifying your investments, you are spreading your money across different asset classes, such as stocks, bonds, and real estate.

As your investments grow, it is important to rebalance your portfolio regularly. Rebalancing involves adjusting the asset allocation of your portfolio to ensure that it still meets your risk tolerance and investment goals.

By following these tips, you can improve your financial health and achieve your financial goals. Brandon Kahoun Ashton Thomas can provide you with the personalized service and expertise you need to succeed.

Transition to the article's conclusion:

If you are looking for a private wealth advisor who can help you achieve your financial goals, contact Brandon Kahoun Ashton Thomas today.

Conclusion

Brandon Kahoun Ashton Thomas is a highly experienced private wealth advisor who can provide you with the personalized service and expertise you need to achieve your financial goals. He has a deep understanding of the complex financial landscape and is committed to providing his clients with the highest level of service.

If you are looking for a private wealth advisor who can help you achieve your financial goals, contact Brandon Kahoun Ashton Thomas today.