With over 40 years of experience working with Accomplished Entrepreneurs and their families, I have had the privilege of many intimate conversations. The conversations have helped build great clarity and simplicity around the topics of wealth and family. Our mission is to help build and protect wealth by helping clients get clear on what is important to them. We then help them take the steps to achieve it.
Our proprietary process, The Advisory Model, starts and finishes in a different place than most firms. Our values-based approach creates clarity and simplicity so that all financial decisions are based on what matters most to our clients. Most families have relationships with a variety of professional advisors. Seldom are their strategies, tactics and tools coordinated. A proper discovery process should focus primarily on your goals, not on the means of achieving the goals.
Our next step is Integrated Wealth Planning which is our Quantitative and Qualitative analysis. We assess, model, and forecast our clients’ Financial Independence, Family Legacy and Social Capital Legacy objectives.
Our last stage is where give advice, which is what our clients really hire us for.
We look forward to any considerations and opportunities to making a difference in your life!