Superior Planning Wealth Management & Family Office

Superior Planning Wealth Management & Family Office manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers two main types of investment management: strategic account management using third-party money managers and strategists, and custom account management building tailored portfolios of mutual funds, exchange-traded funds, equities, and bonds. Financial planning services cover tax mitigation strategies, estate and wealth transfer planning, succession planning, and general financial counseling. Financial planning is typically included as part of ongoing investment management engagements, but is also available as a standalone service for more complex needs. The firm utilizes preferred custodians including Raymond James, Charles Schwab, and Orion Portfolio Solutions.