Our Services

Retirement & Income Planning

Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that satisfies your long-term goals. We will offer detailed projections of when you can safely retire, at what level of income, and what rate of return may be necessary to meet your retirement goals.

Since our inception, we have helped clients effortlessly transition from the working world into retirement. Through our advanced technology and tools, we help clients navigate their retirement journey with confidence. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions, Social Security income, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your future.

Investment Management

The heart of our practice is dedicated to carefully constructing and managing investment portfolios. With access to industry-leading money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies for our clients.

We believe sound investment management begins with a proven process, not just a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation. As markets shift and your personal needs change, our customized strategies are built to evolve. To help protect and maximize your wealth, we employ tax-advantaged strategies and alternative investment strategies that complement your foundation of core stock and bond portfolios.

Social Security Maximization

When it comes to Social Security, timing is everything. Everyone knows that making the right Social Security claiming decision can lead to more money in benefits. At Structus Wealth Advisory, we believe the most effective claiming strategy, coordinated with how and when you spend investments, can generate hundreds of thousands of additional dollars for your retirement.

Our veteran team understands these strategies and knows how to help you maximize both your investment portfolio and Social Security payouts. Contact us for more information, or check our events calendar for the next Social Security or Required Minimum Distribution (RMD) workshop.