At Scheinker Legacy Wealth Advisors, we believe wealth management builds on process and structure. True wealth planning requires coordination across taxes, estate planning, investments, family legacy, and long-term decision-making.
That’s why we developed the TALON Process — a comprehensive framework designed to help affluent families integrate every financial decision through a multigenerational structure.
WHAT IS THE TALON PROCESS?
T — TAX-AWARE
Every financial decision is evaluated through a lens focused on tax coordination.
Tax efficiency is one of the most overlooked drivers of long-term wealth accumulation. Our process evaluates investment strategies, income planning, charitable giving, business transitions, retirement distributions, and estate structures with after-tax outcomes in mind.
A — ADVANCED ASSET ALLOCATION AND STRUCTURAL TRANSPARENCY
Aligning every aspect of a client’s financial life.
True wealth management requires integration. The TALON process evaluates investment portfolios, estate structures, tax strategies, insurance planning, cash flow, and charitable objectives together — not in isolation.
L — LEGACY AND MULTI-GENERATIONAL PLANNING
Multi-generational planning is designed to preserve family wealth and values.
Legacy planning extends beyond asset transfer. We help families prepare future generations for stewardship, responsibility, and long-term financial confidence.
O — OPPORTUNISTIC SOURCING
Identifying planning and investing opportunities that may otherwise be overlooked.
Financial markets, tax laws, and family circumstances constantly evolve. Our process seeks proactive opportunities that may improve long-term outcomes for clients and their families.
N — NON-TELEOLOGICAL THINKING
Non-teleological thinking means focusing rigorously on “what is” — current realities, observable facts, and actual conditions — rather than on subjective narratives.
Markets and life are complex, emergent systems are influenced by countless variables (psychology, macro forces, innovation, randomness). Non-teleological thinking promotes humility, reduces bias, and improves resilience — aligning our ideas with mental models, inversion, and behavioral finance which includes factors like tuning out noise, and focusing on controllable factors.
This thinking produces internal process, discipline, and patience which we believe benefits our clients and their families.
That is TALON. Please contact our team today to learn if our TALON process is a fit for your financial and family needs.
Tax and Legal Services
Janney does not provide legal or tax advice. You should consult your attorney, accountant, and/or tax advisor regarding your individual circumstances before implementing any financial, tax, estate planning, or investment strategy.
TALON Process
The TALON Process is a financial planning framework developed by Scheinker Legacy Wealth Advisors to support financial planning and decision-making. It does not guarantee investment results, tax outcomes, or the achievement of any financial objective.
Investment Risk
All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
