Wealth Management Services

Goal-driven wealth planning, investment strategy implementation, and concierge services centered around effective stewardship, greater financial contentment, and an increased focus on making a meaningful difference with your financial resources.

Investment Management

Investment advice and implementation driven by your risk tolerance.


Professional fixed-fee or subscription-based financial planning advice for clients who desire assistance in identifying, quantifying, and implementing upon strategies to achieve their long-term goals.

Performance Reporting

Portfolio accounting, performance reporting, and access to a client portal aimed to help you track investment accounts effectively.

Financial Planning & Investment Management Services Provided by Semita

  • Retirement Planning
  • Investment Analysis
  • Philanthropic Counsel & Strategies
  • Portfolio Management
  • Cash-Flow Planning
  • Estate Planning Strategies
  • Performance Reporting
  • Portfolio Accounting
  • Social Security Benefits Analysis
  • Insurance & Risk Management Advice
  • Employee Benefits
  • Nonqualified & Deferred Compensation
  • Education Planning
  • Charitable Giving Strategies
  • Tax-Loss Harvesting
  • Proxy Voting