Karmelic, Stoyanov & Associates Private Wealth Management
Our expertise
We are a boutique advisory practice built on a highly collaborative, client-first approach. With a tight-knit team and integrated planning process, clients benefit from direct access, consistent guidance, and strategies tailored to your goals and vision.
Our clients
We specialize in working with individuals and couples who are either already retired or within 10 years of retirement. Those looking to create more freedom, flexibility, and peace of mind in this next chapter of life.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 33 years of combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
