Wealth Management

Wealth Advisory

Acquiring and preserving asset wealth requires carefully coordinating all facets of your financial profile personal and business. Our holistic approach involves evaluating your entire portfolio as it relates to your individual goals and ambitions. Then, we work hand in hand with you to secure all aspects of your legacy, including gifting plans, trusts, and inter-generational succession planning. Rhee + Company helps you keep what you spent your life working hard to build.

Many clients also intertwine their personal and business finances. You might need help sorting out the inevitable conflicts and complications that arise from your compensation plans such as stock options, deferred compensation plans, or maybe you just want to get your finances in order, or are confused by new tax and business laws. Rely on our expert counsel to keep you on top of all the financial issues that concern you.