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Antaeus Wealth Advisors Announce the Top Reasons to Hire a Financial Advisor and Advice for Individuals and Couples of Emerging Wealth


April 22, 2014 - BOSTON, MA

Antaeus Wealth Advisors, a comprehensive financial services practice based in Boxborough, MA, offers a broad range of financial services to a variety of niche markets. Having served clients across market cycles and over generations, their team provides the resources and education for clients to make informed decisions with their money. By following the core values of trust, integrity and prosperity, Antaeus puts their clients' interests first.

Antaeus Wealth Advisors Announce the Top Reasons to Hire a Financial Advisor:

*Objective, informed advice on a fee basis, removing the incentive to sell investment products simply to earn commissions
*Peace of mind
*Help with setting realistic and personal financial goals
*Frees up your time by delegating
*Investment management benefits: tax alpha, behavioral finance, reducing internal costs, re-balancing, fundamental diversification, informed decisions, and strategies for spending down assets
*Integrated advice with your CPA, estate attorney and other professional advisors
*Strategies designed to minimize the threats to your wealth
*Multi-generational planning
*Retirement and college planning
*Aligning your behavior and money with your values
*Monitoring and tracking your portfolio and progress toward your goals
*Help protect you from making emotional investment decisions (i.e. decision fueled by fear and greed)
*Stay on top of economic conditions and conditions in capital markets

Antaeus Wealth Advisors Announce Advice for Individuals and Couples of Emerging Wealth:

*Meet with an estate attorney
*Hire a CPA, and implement strategies to minimize Medicare surtaxes
*Purchase personal excess liability "umbrella" insurance
*Put asset protection strategies in place
*Utilize tax harvesting and tax efficient investments to generate ongoing tax alpha in taxable investment accounts
*Beware of "lifestyle creep"

Antaeus Wealth Advisors, LLC, formerly Sohn & Associates, is a comprehensive financial services practice based in Boxborough, Massachusetts. Having served clients across market cycles and over generations, their team provides the resources and education for clients to make informed decisions with their money. By following the core values of trust, integrity and prosperity, Antaeus puts their clients' interests first. Antaeus Wealth Advisors, LLC. 80 Central Street, Suite 150. Boxborough, MA. 01719. 978.264.9999. http://antaeuswealth.com.

Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, and member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Antaeus and Cambridge are not affiliated companies.

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