Investment Management Services
Multi-Generational Wealth Planning
Ingalls & Snyder often works with families who need to anticipate the transfer of their assets for multiple generations in the future. We have partnered with a sophisticated estate planning advisor, Capital Formation Group, in order to provide integrated multi-generational planning and investment services to clients. Advisors from Capital Formation Group can join your Ingalls investment team to advise on complex planning questions. Such questions may include:
Capital Formation Group, Inc. (“CFG”) offers securities through ValMark Securities, Inc. (VMS), a registered broker dealer and member of FINRA and SIPC, with main offices located at 130 Springside Drive, Suite 130, Akron, Ohio 44333. VMS’s telephone number is (800) 765-5201. CFG and its affiliate Capital Formation Insurance Agency, Inc. (“CFIA”) are separate entities from VMS. Certain investment advisory services are offered through CFG.
Ingalls & Snyder, LLC (“Ingalls”) is not affiliated with CFG, CFIA or VMS. Ingalls has an arrangement with CFG. whereby it may refer a client to CFG for direct discussions if a particular client may benefit from the services offered by CFG. In the event a client elects to use the services of CFG, the details of any fee or commission arrangements associated with such services shall be provided to each client prior to entering into an agreement.