Wealth is About
Modern society pays huge attention to the state of our finances. Maintaining an ever-growing net worth is considered vital for progress and prestige.
However, measuring progress solely in economic terms misses the fact that money is a means to an end, not an end itself. Our Wealth Planning process helps you use money as a tool, without losing focus of the things that really matter: living happy, fulfilling lives.
Making Money is Only
10% of The Story
Therefore, creating a meaningful life is less about how much you have, and more about who you are and what you do.
Our Planning Process is Simple
We take a look at your personal and financial resources to determine your Net Worth and Risk Number.
Together we fine tune the details of your plan, and define your Wealth Index Number.
We deliver your Wealth Plan and map out implementation.
Our Core Services
Defining your life goals and developing a truly personalized wealth strategy
Actively managed to help navigate you through the most challenging market cycles
Innovative solutions for your business’s financial and organizational challenges
Questions are Encouraged
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 amount of assets managed. Basic retirement planning is included if you have assets under management.
$1,000 – $10,000 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 complementary meeting, your advisor will help you find your risk number and discuss the best program that fits your needs. Our Well-being process typically takes a total of 6-8 weeks to complete.
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.