Private Wealth

We all desire a financial life that performs to its full potential and, along the way we seek to keep it organized, flexible and easy to control based on your goals and objectives.

Our Private Wealth platform introduces comprehensive financial life management for everyone. It fosters the best of cutting-edge technology, wealth building and cognitive development. Gain the advantage of having a personal financial coach. Unleash your confidence to make smarter financial decisions. Realize the difference in gaining value, not just buying products. And the potential impact on your life is every bit as empowering as it sounds.

We utilize an EPIC process that is designed to:

  • Organize your financial life
  • Create peace of mind
  • Increase protection against unknown risks
  • Make each dollar work efficiently
  • Give you greater control of your financial destiny 
  • Simplify your financial life and decision making
  • Provide greater legacy to heirs and /or charity



EPIC



E – EMPOWER

The paradigm shift. We start our process by educating clients on what currently exists in their financial world.

P – PROTECT

We develop client specific strategies based on your overall goals and objectives.

I – INTEGRATE

We incorporate the new strategies with your existing investments and implement your new, comprehensive, holistic financial plan.

C – COORDINATE

We will work with anyone in your world, if you so desire, and keep the plan fluid for life events while meeting with you regularly to keep the plan updated and in motion.

We organize the “financial junk drawer" of various products purchased along the way with different people at different times, under different circumstances.

We seek to minimize the effect of wealth eroding factors - those elements in our financial world that work against us, such as: inflation, taxes, market volatility, technological changes, fees and consumer finance.

Our solution is a comprehensive planning process that utilizes 3 key elements:

  1. Game board: We educate clients on how financial products work, coordinate their financial products & measure their performance.
  2. Rule Book: We educate clients on effective money strategies, to help build wealth more efficiently, increase retirement income, and maximize their legacy.
  3. Macro Manager: Our qualified team conducts a financial symphony which creates organization and the by product is financial peace of mind.