- What We Do
We help people design their wealth to have more flexibility and control as they pursue their most important goals.
Our Experience
- Wealth Design
We go beyond traditional investing and saving options to customize wealth building strategies that fit the specific needs of each of our clients. Our educational approach empowers our clients to fully understand new financial tools and re-think how they can achieve their most important goals.
- Investment Advisory
Our investment portfolio design applies academically tested research and a sophisticated blend of techniques and approaches. We don’t believe in market timing, but rather apply the best time-tested, quantitative and qualitative techniques – including Modern Portfolio Theory, behavioral finance, and other tactical strategies.
- Insurance Solutions
We offer a variety of unique solutions for business and transition planning, wealth diversification, and philanthropic planning. As an independent firm, we can make objective recommendations that best match the individualized needs of our clients and their families. Our solutions are non-invasive and include accelerated underwriting options, advanced market techniques, and alternative funding options.
Our Process
Through our process, we educate our clients on what investing really is and how it contributes to their life’s purpose with hopes of achieving financial independence.
Discover & Align
- Understand situation and goals
- Set expectations with all parties involved
- Determine if working together is truly a mutual fit
Re-think Wealth
- Educate on traditional vs innovative planning, advanced design strategies and investment philosophies
- Provide a framework to use the available resources, tools and research to create wealth and planning flexibility and control
- Refine goals and objectives
Design & Refine
- Tailor unique financial plans to match our client’s individual lifestyle and key objectives
- Design an ideal path to make our clients’ money do more than one thing at the same time
- Build wealth with confidence
Launch Your Plan
- Present design options to all parties involved to confirm alignment on a decision
- Coordinate the pieces to implement strategies designed and execute
- Start building an impactful legacy
Continuously Innovate
- Empower Your Future to optimize your wealth
- Continue to adjust your plan based on new research and situational changes
- Create new opportunities together and celebrate wins!