Wealth is About
Our pursuit of money is motivated by our desire to live meaningful and happy lives. Unfortunately, modern society has put a disproportionate emphasis on the state of our finances; portraying that an ever-growing net worth is vital for fulfillment and prestige.
However, measuring a life’s fulfillment solely on economic growth misses the fact that money is a tool, not a solution to well-being.
Money is Only
10% of The Story
Instead of focusing only on the 10%, our Human Wealth Plans incorporate the entire make-up of your well-being, including how you feel.
Human Wealth Planning is our tool to deeply understand who you are, evaluate what you have, and create innovative financial systems rooted in your actual needs. Separated into three parts, Human Wealth Planning is a framework that encompasses well-being discovery, resource exploration, and systems creation.
Through our proprietary Well-being Profiles, we help you uncover insights about the interconnecting components that make up your well-being.
Together we will explore the financial, social and personal resources available to you, and ensure they are used sustainably and intentionally.
We use our nearly 40 years of experience to create unique financial systems that address your well-being insights with the resources you have.
A truly personalized wealth strategy at the center of what is feasible, sustainable and meaningful to you.
Actively managed to help navigate you through the most challenging market cycles.
Innovative solutions for your business’s financial and organizational challenges.
Whether you are just starting out or require sophisticated strategies, our services are structured to accommodate your needs.
Fees are .58% – 1.25% depending on the number of assets managed. Basic retirement planning is included if you have assets under management.
Human Wealth Planning
$1,000 – $20,000 depending on the complexity of your estate.
Each one of our clients is unique. Therefore, we use an array of financial products to create a portfolio that best supports your Wealth Plan.
- Mutual Funds
- Bonds, CDs, and other Fixed Income
- Alternative Investments
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
Our process begins with you. The first step to getting started is to have an initial meeting with an advisor. During this complimentary meeting, your advisor will give you an introduction to our Human Centric Wealth Planning and gain a top-level understanding of how we can help you.
Once the process is understood and agreed upon, our entire team will work closely with you to ensure you are kept informed for a smooth transition to our management.