Our Services

Your passion to preserve what you’ve created.

Our appreciation
for the plans you have.

Clients of Huiting Wealth Management face complex challenges and opportunities. Accordingly, the strategies and solutions we provide require a thoughtful, integrated approach:

Private Wealth Management

  • Customized strategic and tactical asset allocation, asset management, and portfolio design
  • Independent, non-discretionary and discretionary management of investments
  • Alternative investments, hedge funds, private equity, and structured investments1
  • Offshore mutual funds and offshore investment contracts2
  • Education planning for children and grandchildren
  • Estate investment planning and wealth transfer strategies
  • Access to comprehensive trust services
  • Access by referral to a network of legal and accounting professionals, economists, and strategists
  • Fee-based, commissioned, or blend of fee-based and commissioned investment management3

Corporate Executive Services

  • Strategies to manage concentrated equity positions
  • Exchange funds and equity collars
  • Strategies to manage and execute employer granted incentive stock option and nonqualified stock option awards, including cashless exercise programs
  • Section 16, Rule 144, restricted and control stock sales
  • 10b5-1 Officer and Director Automatic Securities Disposition Plan trading plans
  • Review, analysis and implementation of non-qualified deferred compensation programs

Retirement Planning

  • Sophisticated modeling program for retirement income planning and analysis of estate strategies
  • Income and asset protection strategies
  • Tax qualified “in service” 401k rollovers to self-directed IRAs while still employed
  • IRA, ROTH IRA, SEP, SIMPLE, and 401k qualified rollovers and consolidations
  • Pre-retirement planning
  • Analysis of defined benefit plan options
  • Development of retirement strategies integrating private, federal and state pension benefits

Charitable and Community Giving

  • Identify suitable charitable gifting techniques, such as utilizing a charitable remainder annuity trust, charitable remainder unit trust or pooled income fund, grantor retained annuity trust, charitable lead trust, and/or a wealth replacement trust
  • Support philanthropic values in the next generation

Insurance Solutions4

  • Life insurance: whole life, universal life, variable life, term and second-to-die policies
  • Disability income insurance for both individuals and groups
  • Long-term care insurance
  • Business succession planning
  • Enhanced executive compensation

Liability Management

  • Access to lending services through affiliates.

Institutional Consulting

  • Corporate, foundation, endowment, and non-profit organizations
  • Investment policy statement evaluation and development
  • Structuring investment portfolios to meet the special cash flow needs of institutions
  • Review and implement qualified retirement plans, including 401k, Profit Sharing, Defined Benefit, SIMPLE IRA, 403b and non-qualified executive deferred compensation plans.

  1. These investments are not suitable for all investors and may carry specific investor qualifications.
  2. Investing in foreign securities presents certain unique risks not associated with domestic investments, such as currency fluctuation and political and economic changes. This may result in greater price volatility.
  3. Fee-based programs may not be appropriate for all investors.
  4. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
  5. Please keep in mind that rolling over your qualified employer-sponsored retirement plan (QRP) to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets .
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals