Elevate your financial future with our bespoke wealth management services
We craft enduring wealth through personalized investment portfolios, strategic market navigation, and access to diverse opportunities.
Experience comprehensive financial empowerment.
Beyond investments, we offer holistic planning encompassing retirement, legacy, philanthropy, and more. Our expert guidance and seamless advisor collaboration ensure you achieve your most ambitious financial goals with confidence.
Holistic Financial Planning
Crafting Personalized, Goals-Based Strategies for your entire financial life
Dedicated Education Funding Strategies
Utilizing 529 Plans and Other Savings Vehicles to Secure Future Educational Opportunities
Business Succession Planning
Strategic Business Succession & Liquidity Planning: Expert Guidance on Exit Strategies, Valuation, and Liquidity Events for Business Owners
Strategic Philanthropic Advisory
Facilitating Meaningful Charitable Giving and Foundation Planning
Proactive and Integrated Tax Strategies
Achieve tax efficiency through seamless, year-round collaboration with your CPA and tax advisors
Strategic Retirement Architecting
Secure your future with expert income strategies, Social Security optimization, and employer plan (401(k), pension) analysis
Generational Wealth & Legacy Strategies
Expert Guidance in Trust and Estate Structuring and Wealth Transfer. Thoughtful Structuring of Trusts and Estates to Preserve Your Legacy
Strategic Debt and Liability Management
Optimizing Mortgage and Lending Strategies and Credit Line Structuring
Portfolio Management
Crafting Bespoke Investment Portfolios for Enduring Wealth Creation
Asset allocation strategies
Strategic Asset Allocation: Navigating Markets to Optimize Growth and Preserve Capital
Alternative Investments
Access to Select Alternative Investments: Hedge Funds, Private Equity, Real Estate, and Venture Capital for Diversified Growth Potential
Comprehensive Performance Analytics
Providing Transparent Insights and Benchmark Comparisons for Informed Decision-Making
Custom investment portfolios
Individually Designed Investment Strategies Aligned with Your Unique Objectives
Active and passive investment strategies
Sophisticated Investment Approaches: Integrating Active Insights and Strategic Passive Solutions
Values-Driven Investing
Aligning Your Portfolio with Environmental, Social, and Governance Principles and Socially Responsible Considerations
Strategic Tax Optimization
Implementing Tax-Loss Harvesting and Asset Location Strategies to Enhance Returns
Family Office & Specialized Services (for UHNW clients)
At Bascom Hill Wealth, we do more than manage assets—we provide personalized, strategic financial guidance designed to help you build and protect your wealth with confidence. Here’s what sets us apart:
Cultivating Enduring Family Legacies
We empower future generations with comprehensive financial education and facilitate meaningful dialogue to define and preserve your family’s mission and values.
Dedicated Philanthropic Counsel
Expert guidance in establishing and managing private foundations, offering strategic counsel and ensuring efficient operations. Facilitate impactful charitable giving through Donor-Advised Funds (DAFs)
Lifestyle Management
Concierge Lifestyle Management: Providing Seamless Bill Pay, Travel Planning, and Bespoke Personal Services
Let’s Start a Conversation
Ready to take charge of your wealth? Bascom Hill Wealth LLC invites you to explore how our comprehensive approach can secure and grow what you’ve built. Contact Jonathan Mohoney, COO, at (917) 209-0057 or [email protected] for a complimentary consultation.
