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“To protect and grow our clients’ assets by putting their interests first and advising them on anything that touches their financial lives.”
3 Steps To Protecting & Growing Your Wealth
Hear directly from Paul on how we protect and grow our clients' wealth.
A world-class experience, each step of the way
At Litchfield Financial, we believe in providing you with a world-class experience. That’s why we have a tailored process each step of the way, from the MOVE Framework and strategy to implementation and monitoring, to ensure you’re comfortable with the approach. From the outset of the relationship, we take the time to truly understand your needs through active listening. You will hear from your investment team directly and often. And we treat your assets as if they were our own.
Guidance through life's biggest financial moments
Divorce
This life event forces you to deal with both financial and non-financial matters. Given your time constraints, our divorce planning specialists will help you manage the investment portfolio so that you can devote your time to other important matters. We’ll work diligently seeking an equitable, disciplined financial settlement that protects your long-term interests.
More info about DivorceInheritance
For some clients this may be your first time coming into significant assets. Many questions come along with inheriting wealth. We’ll work with you to create an investment portfolio and overall financial plan that fits your objectives.
More info about InheritanceManagement & Monitoring
You want to know that your money, accounts, and overall assets are protected. We monitor all your accounts that are under our care on a daily basis. We provide proactive communication with you throughout the year including quarterly meetings, newsletters, and being here for you when you need us.
More info about Management & MonitoringLiquidity Events
Litchfield Financial has a wealth of experience in helping clients through liquidity events. Whether you’re selling restricted stock, stock options, or have other liquidity, we’ll help you manage your concentrated position, diversify your portfolio, manage tax exposure and devise a new long-term plan for your investment portfolio to match your stated objectives.
More info about Liquidity EventsRetirement
You’ve spent your entire life working hard to create a nest egg. But you’re not sure if it’s enough. At Litchfield Financial we work with you to align your investments with your long-term needs. Our retirement planning team will help you devise a portfolio that fits your retirement objectives.
More info about RetirementSelling a Business
After pouring your heart and soul into building a business we understand the challenges you face when selling a business. Our team has the resources to help you figure out an exit strategy and what to do with your proceeds once they become liquid.
More info about Selling a Business
Wealth Advisor & Financial Planner
Paul Litchfield is a Wealth Advisor and Financial Planner. He guides executives, founders, entrepreneurs, individuals, and families in simplifying their financial lives and preserving wealth across generations. For 17 years, clients across the United States and internationally have trusted Paul to help them navigate complex financial decisions with clarity and confidence.
Forbes has recognized Paul among America's Top Next-Gen Wealth Advisors Best-in-State for three consecutive years. His MOVE Framework — Mission, Objectives, Values, and Ethics — brings clarity, alignment, and discipline to every major financial decision. Ranking methodology is described on our Disclosures page.
Clients across the United States, in many industries and stages of life
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The window to trim your tax liability closes well before tax filing season begins. Reviewing capital gains, withholdings, and deductions alongside your advis…250
Wealth accumulation only gets you to the starting line. Converting that capital into a dependable, tax-aware monthly income stream requires an entirely diffe…352
Treating a Roth conversion like an automatic win overlooks the reality of an immediate tax hit. Weighing your current bracket against investment timelines an…752
The first rule of investing.384
Find out what type of IRA is right for you. Learn more at www.litchfieldfinancialgroup.com401
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Let's talk about your goals
Start with a complimentary 30-minute session. No obligation, just a conversation about your goals and how we can help you protect and grow what you've built.