We know that searching for a financial advisor can be a challenge. It can be hard to know who to trust and who has appropriate experience to address your needs. Here are some key distinctives about our firm and our approach to help you determine if we’re a good fit:
We Specialize in Working With Business Owners, Executives, and Retirees
Our specialty is working with affluent families who own or run businesses or are near retirement. By focusing on business owners, entrepreneurs, executives and retirees we’ve developed specialized knowledge of how to help them with their unique issues and challenges. This includes:
How to invest excess cash from distributions or executive compensation
How to exit your business so you can enjoy your ideal lifestyle
The unique tax and legal challenges facing business owners and entrepreneurs
How to protect yourself from legal threats as a business owner
How to align your investment portfolio with your risk tolerance, goals, and personal values
How to access unique lending opportunities for affluent families to address cashflow and take advantage of opportunities
How to create a reliable income stream in retirement that can last through up and down markets
If this sounds like you and the issues you’re facing then we may be a good fit.
We Offer a Wide Range of Financial Services for Affluent Families
We serve as a boutique wealth management firm for our families. Most of our clients have complex balance sheets and finances. This often includes operating businesses, personal and commercial real estate, multiple investment accounts, trusts and family partnerships, or accounts for children and grandchildren. We help our clients organize, protect, and grow their wealth through financial planning, sophisticated investment management, and private banking services.
Our unique client experience allows us to customize how we work together to address your needs. We offer a unique financial planning process that specializes in helping affluent families organize their wealth and enjoy their lifestyle. We offer sophisticated Investment Management options to help our clients protect and grow their wealth. Our portfolios utilize stocks, bonds, mutual funds, private equity, structured notes, and equity hedge options to help clients navigate volatile markets.
As a wealth management firm our services go beyond those of other firms. We help clients access these services through our Custodian or through trusted partners
Lines of Credit to leverage your assets
Mortgages for vacation homes and homes under construction that traditional lenders often refuse
Trust services to help steward your family assets for generations
Banking services for your business
Setting up and running a retirement plan for your business
Business succession planning and Business Exit planning so you can enjoy your lifestyle
If you’re looking for a wealth management firm with deep and wide resources for affluent families then we may be a good fit for you.
We Help Clients Apply Their Values to Their Wealth
We help clients identify their values and apply them to their wealth. Our 3D process helps to uncover what is most important to our clients and how it impacts their money. By understanding and applying their values to their money they tell us they feel happier and more satisfied. What does this look like in real life? Here are some examples:
By modeling out their cashflow and budget we helped a busy executive connect with her deep desire to spend more time with her kids and less time on housework and food. We encouraged her to get help for those things so when got home she could focus on her family. Through tears she said it was one of the most meaningful changes she had made and helped alleviate her guilt.
A business owner used our exit planning services to sell his company so he could do the service work he loved
We helped a successful couple create a plan for their family foundation after they sold their business
We helped parents of adult children update their estate documents so they could share their values and their love with their kids and create a family legacy
Through our discussions and risk tolerance testing we helped a business owner invest more conservatively with the proceeds of his business sale. While he liked the idea of investing aggressively he admitted it made him nervous and he felt more comfortable with a more conservative approach.
If you’re looking for a relationship with your advisor that goes beyond portfolio performance and helps you uncover and apply your values then we may be a good fit for you.