Holistic Wealth Planning

Comprehensive in-depth financial planning that includes solidifying your goals and the emotional aspects of responsible stewardship for your family. Your planning may include cash management strategies, risk mitigation strategies, stock option strategies, business succession planning, investment strategies, income needs planning, gifting and philanthropic strategies, and/ or legacy and estate planning strategies.

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We offer different planning options for our clients because a client’s needs may change and grow as they progress through the various stages of life. Our services options help meet the unique circumstances and situations of our clients and will help guide them through their various goals and needs that may arise as changes occur.

Suqutra Holistic Wealth Planning

We have different reports and services for each client depending on where they are in their life cycle. These can change as our clients have life changes. As a client,  our firm's different planning options are up to you.  


Decide Areas of Focus

  • Client Personal Dashboard
  • Insurance Review
  • Personal Financial Reports
  • Portfolio Review and Recommendations
  • Education and College Savings
  • Qualified Retirement Plan Review
  • For Assets less than $1 million

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Comprehensive Financial Planning

  • Client Personal Dashboard
  • Retirement Savings and Withdrawals
  • Business planning
  • Coordinating Tax Planning
  • Philanthropic Strategies
  • Legacy & Estate Planning
  • For Personal Assets over $1 million

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Portfolio Advisory Services

  • Client Personal Dashboard
  • Risk Assessment 
  • Asset Allocation
  • Active Management of Investment Accounts
  • Portfolio Review and Recommendations
  • Household minimum of $500,000

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A culture based on collaboration

As planners, we coordinate strategies and work with our client’s team of other professionals; tax advisors, attorneys and business managers to ensure our clients have a cohesive financial strategy that encompasses all aspects of their financial life.


Suqutra Investments provides wealth planning and asset management services to clients of all ages and life stages. We use the latest technology to meet with our clients virtually to enhance their convenience.

Suqutra Investments and any associates have a duty to act solely in the best interests of our clients. We are entrusted with their funds and personal information, which in turn places a high standard on our conduct and integrity.