Modern Wealth Planning

Powerful. Intuitive. Up-to-date.

Our comprehensive planning process considers your entire financial picture, including:

• Short and long-term goals •Investments

• Business interests •Assets

• Liabilities •Risk tolerances

• Insurance coverage •Retirement plan

We statistically calculate your current progress toward accomplishing your goals and create a data-driven financial plan that's updated daily and available to you 24/7.

precise Wealth Coordination

We lead your team of financial professionals
(CPAs, attorneys, agents, bankers) to
communicate your vision, facilitating problem
solving and successful oversight for tasks including:

• Financing new ventures

• Multiple state/entity tax filings

• Estate planning strategies

• Coordinating bill & invoice payments

Transparent Oversight

View and track all of your accounts on your personal client website, where you can access live reporting on your account balances, allocation, detailed holdings, and transactions. Other services include email notifications on account changes and a virtual client vault that allows you to store important documents safely and securely in one location. To remove conflicts of interest, we charge an asset management fee, which is disclosed in detail. 

Data-Driven Investment Strategies

Our philosophy is intelligently growing wealth while minimizing associated risks. Final portfolio mix is determined by: 

1) Quantifying Risk Using Analytics

Your risk tolerance is calculated into a unique, easy-to-understand risk number. This sets returns within a 95% probability range, creating powerful milestones for each client.

2) Determine Asset Allocation 

Next, using your risk number and objectives as our guide, we determine the necessary asset allocation that will achieve the rate of return required to meet your goals.

3) Sector Analysis & Portfolio Creation

Once asset allocation is determined, portfolio construction begins. Equipped with global and domestic market research/sector analysis from our investment consultant partnerships, we apply years of experience and a rigorous, due diligence approach to carefully assess potential investments. This ensures only the most qualified options are included in your portfolio.

4) Risk Management & Ongoing Review

Throughout the investment cycle, we implement proprietary risk management strategies and monthly investment analysis to ensure your portfolio is proactively populated with prudent investment options.

Comprehensive
Protection

Protecting your wealth is just as important as building it. Our specialists partner with your CPA, estate-planning attorney and insurance professionals to review your current coverages and strategies, ensuring protection from unnecessary income and estate tax, sudden loss, accidents, death, and disability. We help you every step of the way to protect your wealth and make it matter.