Alcyon Wealth Partners, Youngstown, Ohio 44515

Our clients are a unique group. They are motivated professionals and successful athletes. They’re high achievers with even higher aspirations. And to serve them well, we serve them completely by offering a truly comprehensive range of financial planning and investment services.

Through Raymond James, we provide access to powerful resources and a variety of options to help create a plan that encompasses your unique goals and your exceptional life. But even more important than the tools we offer is the guidance we provide to help you use them well.

Financial Planning

Our team takes a long-term approach to financial planning. We offer intelligent, unbiased and disciplined guidance, and by looking at all aspects of your financial well-being, we work to find opportunities, products and services that are most suited to your investment needs.

Some of the services and products we use to build your personal financial plan include:

  • Comprehensive asset management
  • Strategic asset allocation
  • Education planning
  • Cash flow strategies
  • Insurance
  • Annuities
  • Assisting with company 401(k) plan
  • Assisting with restricted stock and stock options
  • Qualified retirement plan management

Retirement Planning
Tax Planning

While constructing a portfolio, one of our goals is to minimize taxes as much as possible. By taking a proactive approach throughout the year, we strive to reduce, postpone or even eliminate your tax liabilities.

Using tax-deferred retirement savings plans, investing in tax-advantaged securities, and harvesting tax losses are all strategies we use to limit your tax bill in April. We treat tax season as a year-round issue.

Please note: Changes in tax laws or regulations may occur at any time, and as financial advisors of Raymond James, we do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Estate Planning

Whether it’s providing income for a spouse, educating children or grandchildren, or leaving money to your favorite charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended.

A well-designed estate plan can effectively help mitigate your family’s tax burden. We can offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next, and mitigate related tax issues.

By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.