Not a meeting, and not a plan you file away. An engagement: your investments, taxes, estate,
liquidity, and risk read as one system, the findings written down, and an owner put against every
gap. You leave with the documents, yours to keep.
Most financial mistakes are not investment mistakes or tax mistakes. They are coordination
mistakes.
What the review examines
Implementation
Is each asset in the account where it is taxed least?
Tax character
Where is the return quietly leaking, and could you keep more of it?
Ownership
Would your family inherit it the way the documents intend?
Liquidity
Can you reach your money in the year you actually need it?
Risk & governance
Does one decision quietly create the next problem?
The connections
Who, today, is actually coordinating all of it?
What you receive
The review produces documents, not impressions. Both are yours to keep, and to
share with your CPA and estate attorney. Magnitudes appear where they belong: after the judgment, as
evidence for it.
You see how we think, we
understand your situation, and together we decide whether a review is warranted. Nothing to prepare.
If it isn't warranted, we will say so.
02
The review, privately
Your systems are read one at a time, on
your actual holdings, documents, and state. The instruments that compute the tax line run here, on
your numbers, not on a public page.
03
The report, walked through together
The Coordination Report and
the opening Register, reviewed with you, and with your CPA and estate attorney where the findings
touch their work.
On fees. Driftwood charges to coordinate decisions, not to manage a number. The review's fee is a
defined engagement fee, agreed in writing before any work begins. How we are paid, and why, is set out in
full on Fees.
Request a Coordination Review.
It begins with the fifteen-minute introduction. There is nothing to prepare, and if a review
isn't warranted, we'll tell you on the call.
Every review is conducted personally. You are not handed to a team.
Educational, not investment, tax, or legal advice.
The Coordination Review is a defined engagement; its scope and fee are agreed in writing before any work begins. Findings and any figures are illustrative until prepared on a household's own holdings, documents, and state. Driftwood coordinates with your CPA and attorney; it does not provide tax or legal advice. Driftwood Wealth is the private-wealth practice of Alec Messino. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. Alec Messino is a Registered Representative and Financial Advisor of PAS and a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Capitol Wealth Strategies, LLC is not an affiliate or subsidiary of PAS or Guardian. All figures are illustrative models for educational purposes, not investment, tax, or legal advice, and not a recommendation. Privacy Policy · Terms of Use.
