Serving First-Generation Wealth
We serve a limited community of first-generation wealth. People like you who built it and know the challenge.
Building and Protecting Wealth on Purpose
We design, build, and protect wealth with purpose, so you can live the life you want. Our Wealth Roadmap addresses five key focus areas (see below) and we invest using a market-tested, data-driven, repeatable process.
Support at Every Stage
We understand your journey and we’re here to support you every step of the way.
We ensure your cash flow is steady, your debt is manageable, and your financial health is strong. Our plans adapt to your changing needs, providing peace of mind and a clear path to your future.
Financial Planning
We grow your wealth with expert investment management, using a data-driven approach to create a diversified portfolio. Our proactive management aligns your investments with your goals and market conditions.
Asset Management
We identify and mitigate risks to protect your assets and well-being. Our strategies cover health, liabilities, and unforeseen events, providing security and peace of mind.
Risk Management
We minimize your tax burden and maximize your savings through effective tax strategies. Our network of tax professionals helps you take advantage of all available deductions and credits.
Tax Strategies
We protect your legacy with comprehensive estate and legal strategies. Our network of legal professionals ensures your assets are distributed according to your wishes and secures your family's future.
Estate and Legal Planning
Making smart decisions about your money requires a comprehensive look at what affects your finances. To make sure no stone is left unturned, we use a 50-point inspection checklist to provide a 360° ongoing analysis of your financial picture by focusing on these areas.
Five Core Wealth Management Pillars
What We Do
We design, build and protect wealth on purpose so you can live the life you want. As your wealth team, we leave no stone unturned, working through a comprehensive checklist to address the matters that are important to you across the spectrum of financial categories including: investments, tax, estate, debt and cash flow, as well as risk aspects.
Our Approach
We use a market-tested, data-driven, repeatable process (called Smart Diversification®. Click here to learn more). Instead of recommending one thing to you and us doing something different, we invest alongside you, investing in the same investments.
Who We Serve
We specialize in serving first-generation wealth builders. You built it. You know the challenge. We understand.
What We Do
We build and protect wealth with purpose, so you can live the life you want.
Wealth Roadmap
Our process ensures that we build and execute a wealth plan to help you live the life you want.
Execute
We prioritize to focus on your most pressing needs first, like wealth accumulation, preservation, and education, all while keeping long-term goals in mind.
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Phase 1: Important and urgent
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Phase 2: Important but non-urgent
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Phase 3: Ongoing/update
Execute
We work to understand who you are and what's important to you. This is the foundation for everything we do.
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Values
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Goals
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Current Situation
Purpose
Our plan considers everything that can impact your financials and sets specific targets and timelines to achieve your goals.
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Tax-Efficiency
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Estate/Legal
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Investment Management
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Risk Management
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Cash Flow (Income, Debt, Cash)