Define a relationship between money and your wealth.
Your life is extremely busy and complicated in spite of all the new improvements & technology designed to simplify it. Family is important to you and taking care of them and their needs. You want the best for yourself and your family, in order to do that you are willing to work hard, make alot of $ and pay $ in taxes.
You are a highly skilled professional in strong demand that changes jobs often bc of that, a corporate executive with alot of employer stock option rights & significant equity based compensation each year. Succesful entrepreneur in growing business and limited amounts of time who eventaully wants to sell business for profit. We all struggle with limited amounts of time.
Our clients are "successful" people and typically responsible for important decisions at work or guiding direction of company. They have accomplished great things career wise and in organizations as leaders of change. They value time over money. They are at the top of their game &They realize its important to delegate repsonsibilities to those they feel they can rely on to get things done
transformational change requires a transformational approach.
Transactional methods or thinking does not lead to good decisions or positive results for very long periods. Its associated with impulsive behavior, eratic thinking and very undesirable outcomes.
Positive outcomes occur intentionally by individual's action & behavior when they comit to very clear goals. When clients place their trust in me to work with them I listen closelyto whats important to them, fears, hopes and what inspires them.
I also understand as a father, a husband and business owner tough choices have to be made for forward progress to be made. Meaningful change takes time..... Times of uncertainty will always exist. We will always have to make choices with uncertain of future outcomes...
I am in touch with clients at least quarterly to see what's new/ in their lives and update them on relevant topics. I review investment accounts annually with clients for performance %'s vs other investments and track progress toward financial goals to make sure cash flow needs are met.
I use a process with clients over time refined that helps relieve pressure. This helps frames things better for people so that when things happen along way, hard.. Helps us get through doubt hard times know what to focus all energy & motions emotions.
“It is not the strongest of the species that will survive, not the most intelligent, but the one most responsive to change.”
— The Living Clocks, by Ritchie R. Ward (1971)
The Wealth Management Formula
Our clear and comprehensive approach to wealth management aims to help high-performing professionals preserve, enhance, transfer, and protect their wealth. By understanding your current position, goals, and challenges, we’ll develop a long-term strategy to address your concerns and guide you to a life filled with meaning.
- Asset allocation
- Portfolio management
- Due diligence
- Risk evaluation
- Performance analysis
- Wealth enhancement, including cash flow management and tax minimization
- Wealth transfer
- Wealth protection
- Charitable giving
- Ongoing scheduled calls, reviews, and in-person or virtual meetings
- Collaborate with your other professionals, including legal, tax, and insurance investment professionals