Services
At NinetyNine Wealth, we provide customized financial strategies designed to protect, grow, and optimize wealth. Our clients come from diverse backgrounds, but they all share a common goal—preserving their financial legacy while maximizing opportunities for long-term success.
RETIREMENT INCOME STRATEGIES
You’ve spent decades building your wealth. Now it’s time to make it work for you. A powerful retirement income strategy means knowing exactly where your money is coming from whether that’s Social Security, pension income, investments, or all of the above and making sure it never runs out. At Ninety Nine Wealth, we cut through the noise and build a personalized income plan that gives you confidence, clarity, and freedom to enjoy retirement on your terms.
PRESERVATION STRATEGIES
One bad market downturn near retirement can undo years of hard work. The closer you are to the finish line, the less time you have to recover and that’s a risk you simply can’t afford to take. We help you get ahead of market volatility with smart preservation strategies designed to protect what you’ve earned. At Ninety Nine Wealth, we put the right defenses in place so your wealth stays intact when it matters most.
LIFE INSURANCE
Life insurance isn’t just a safety net it’s one of the most powerful, tax-efficient tools available for passing wealth to the people you love. A well structured life insurance strategy means more of your money goes to your family, not the government. At Ninety Nine Wealth, we simplify what can feel overwhelming and build a strategy that’s clear, purposeful, and built around your legacy.
LONG-TERM CARE
No one plans to need long-term care but those who plan for it are the ones who keep their retirement intact if it happens. A health crisis shouldn’t drain the wealth you’ve built or burden the people you love. At Ninety Nine Wealth, we evaluate where you stand today and design a protection strategy that acts as a true safety net so you’re covered when life takes an unexpected turn.
LEGACY STRATEGIZING
Your legacy is too important to leave to chance. A single gap in your plan can create unnecessary taxes, legal headaches, or family conflict that undermines everything you’ve built. We partner with experienced estate planning attorneys to craft a comprehensive legacy strategy wills, trusts, and beyond so your wealth reaches the right people, at the right time, exactly as you intended.
401(K) ROLLOVERS
How you withdraw from your retirement accounts is just as important as how you saved. Rolling your 401(k) or employer plan into an IRA can unlock lower fees, more investment flexibility, and greater control over your financial future. And while a Roth conversion can be a powerful move for some, it isn’t right for everyone converting too much at once could push you into a higher tax bracket or create an unexpected tax bill. Before you make any moves, sit down with our team and your tax advisor to find the strategy that fits your situation.
Please note: Converting an employer plan to a Roth IRA is a taxable event. Consult a qualified tax professional before making any IRA decisions.
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What Our Customers Say?
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basic plan
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advance plan / best
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premium plan
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Clients Trust Herrington.
From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.
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From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.
