Iterhic Wealth Advisors

Confidence in Complexity

Financial planner in Columbus, OH (show on map)

5.0

★★★★★

1 reviews

Iterhic Wealth Advisors offers specialized financial planning for corporate executives and business owners with irregular income streams, focusing on tax efficiency, wealth preservation, and generational wealth creation.

Call (614) 253-9775

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About

Iterhic Wealth Advisors is a trusted financial advisory firm specializing in serving corporate executives and business owners with irregular income patterns, commonly referred to as 'lumpy income.' The firm offers a comprehensive suite of financial services designed to optimize tax efficiency, preserve wealth, and create generational wealth for clients. Their expertise includes executive compensation analysis, asset allocation, gifting strategies, alternative investments, lending strategies, retirement planning, education planning, tax planning, insurance, estate planning, and business succession planning.

By partnering with trusted professionals in these areas, Iterhic Wealth Advisors ensures that clients receive holistic and personalized financial guidance to navigate the complexities of their unique financial situations and achieve their long-term objectives.

Specialized expertise in lumpy income and executive compensation

Holistic financial planning approach covering present and future needs

Collaboration with trusted legal and investment professionals

Services

Cash Flow Management

Helping families develop and manage a monthly budget, planning for periods of cash flow increase or decrease.

Budget development Cash flow forecasting Contingency planning

Asset Allocation

Reviewing a family’s overall allocation to different asset types and ensuring it fits within risk parameters necessary to achieve financial goals.

Risk assessment Portfolio diversification Goal-based allocation

Executive Compensation Analysis

Reviewing stock grants, option grants, and bonuses to optimize concentration risk and tax efficiency, maximizing the value of total annual compensation.

Grant valuation Tax optimization Risk mitigation

Gifting Strategies

Identifying family goals for philanthropy and creating a plan for impactful giving.

Philanthropic goal setting Tax-efficient gifting Impact measurement

Alternative Investments

Evaluating non-publicly traded investments and identifying opportunities for portfolio diversification that align with families’ goals.

Due diligence Diversification benefits Alignment with goals

Lending Strategies

Helping families manage liabilities by recommending lending strategies to meet family objectives.

Debt structuring Cash flow optimization Objective alignment

Credentials & Certifications

CFP® (Certified Financial Planner)

Since N/A

RSSA® (Registered Senior Specialist in Asset Allocation)

Since N/A

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is lumpy income? +

Lumpy income refers to the earning pattern of individuals who receive the lion’s share of their earnings on just a few occasions, rather than spread out across a regular paycheck over time. Examples include corporate executives with large annual bonuses and stock grants, business owners with irregular profit distributions, and professional athletes with large contracts.

How does Iterhic Wealth Advisors handle executive compensation analysis? +

Iterhic Wealth Advisors reviews stock grants, option grants, and bonuses to optimize concentration risk and tax efficiency, maximizing the value of total annual compensation for executives.

What services does Iterhic Wealth Advisors offer for retirement planning? +

Iterhic Wealth Advisors provides retirement planning services to help families reach long-term financial goals, whether through traditional retirement or other forms of financial freedom, including goal setting, income planning, and asset accumulation strategies.

How does Iterhic Wealth Advisors approach tax planning? +

Iterhic Wealth Advisors works with CPAs to ensure investment strategies and family budgets are considerate of tax implications and maximize tax efficiency, developing tax strategies that align with financial goals.

What is the role of the Chief Investment Strategist at Iterhic Wealth Advisors? +

The Chief Investment Strategist, Mary Ann Bartels, develops and manages investment portfolios tailored to clients' risk profiles and financial goals, ensuring optimized asset allocation and performance.

How does Iterhic Wealth Advisors support business succession planning? +

Iterhic Wealth Advisors partners with trusted business attorneys to ensure careful transition or monetization of family-owned businesses, developing strategies that align with the family’s long-term objectives.