Why Normandy?

Our Dynamic Wealth Design

Life is full of uncertainty.  As your wealth grows, your financial life usually gets more complicated…not less.  As a result, you probably wonder:

  • Am I taking too much risk…or not enough?
  • What happens if the stock market crashes?
  • What happens to my wealth in the next recession?
  • What if I lose my job or my business experiences a downturn?
  • Can I afford my current lifestyle in retirement?

That’s Why You Need Our Dynamic Wealth Design

Financial planning is a good start, but the plan often becomes out-of-date the minute you walk out the door.  Instead, you need a plan that is dynamic enough to protect you and your wealth against a myriad of events and possibilities that are often beyond your control. Yes, we’re talking natural disasters, financial shocks, job loss, accidents, death, and disability.  Or even smaller things that can have a big impact if they hit you at the wrong time:  recessions, high interest rates (or low), tax law changes…obviously, the list is long.

And you need a plan that’s stress-tested in advance, so you know it can help to protect you.

Our Dynamic Wealth Design goes far beyond basic planning.  We help you prepare for whatever life brings your way.  And, in the meantime, keep your money working for you and help you save on taxes.

From decades of work in combination with clients and collaborative partners, a Dynamic Wealth Design has emerged.
  • 1) Maximize Control
  • 2) Assure Lifestyle
  • 3) Protect from Creditors & Predators. Leave a sense of personal responsibility to your community and Heirs
  • 4) Minimize or avoid Income, Gift, and Estate Taxes
  • 5) Plan for the value of a business
  • 6) Organize Investment and Insurance Portfolios

Helping You Live with Confidence

Our Dynamic Wealth Design helps you shore up weaknesses and organize your financial life.  With a more rigorous process and thorough stress testing, this can help you feel more confident about your future.

Our work focuses on helping your wealth stay safe from the obstacles that commonly knock people off course.  That includes helping protect your assets from outside threats (we call them “creditors and predators”) and making sure we address the gaps. Our design can help you sleep more soundly at night knowing what lies ahead.

Putting the Tax Code to Work for You

It’s not what you make, it’s what you keep.

That old adage is even truer today as tax laws keep changing.  We know taxes matter, so that’s why we integrate it into everything we do.  Our team includes a collaborative network of planning professionals. Through our team’s coordinated work, we’re often able to help you eliminate or substantially reduce capital gain, income, estate, generation-skipping, and other taxes. 

Independent and On Your Side

When you seek help, it’s often hard to know if you’re getting real advice or a product pitch.  As an independent firm, The Normandy Group acts as your fiduciary, meaning we’re committed, legally, to putting your interests first.

Our advisory services are fee-based, so you always know how much our services cost.

Ready to Handle Your Toughest Challenges

With geopolitical tension, negative interest rates and aggressive central banks, it’s not an easy time to build wealth.  You need financial, tax, estate and investment expertise on your side for best results.

At The Normandy Group, we bring all of this together for you.  Our team of specialists brings together over 65 years of collective experience, all working to help you maximize your wealth.

Our multi-disciplinary team includes experts across these critical areas:

  • Investment management
  • Retirement planning
  • Tax planning and strategies
  • Estate planning strategies
  • Asset protection strategies
  • Insurance planning

Our staff is dedicated to staying on top of industry trends and knowledge, so we maintain the following credentials:

  • Certified Estate Planners™
  • Certified Public Accountant partners

Transparent, Easy-to-Understand Fees

Along with experience, we’re also committed to transparency.  Many financial firms get compensated in ways that are not clear.  Instead, we want educated clients who know exactly what they are paying.  So you’ll get your fees in writing before we get started.

That way, there are no surprises.  You know exactly what you’re getting for your money.

Helping People Make Smart Choices About Their Money

Learn how we combine smart investment, tax, and estate planning strategies to help you create a more confident future.