Where Do You Stand with your Wealth? We have some things for you to try.
With our super quick, insightful “Micro Lessons” we give you the tips and tools to be more mindful of your existing wealth and teach you how to manage your portfolio to make more strategic investments.
Wealthalyze simply measures how effectively you’re managing your wealth. In less than 10 minutes, you’ll receive valuable feedback on the current state of your financial affairs.
Frequently Asked Questions
Easy! Try our Wealthalyze tool. In less than 10 minutes, you’ll receive a score that let’s you know your current financial standing. In addition to that, one of our experts will contact you in the following few days to discuss a personalized SWOT analysis based on the information you provided. Can it get better than that?
We pride ourselves on focusing on those things with which we can control. While we can’t control the direction of the financial markets, we can control the level of service we provide. We strive to provide each of our clients with a first class experience which is designed to exceed their expectations while proactively identifying and mitigating risks before they become problems.
Our firm minimum is $250,000. Clients with a net worth of $5 million qualify for our Private Client Group services, while those with a net worth in excess of $25 million qualify for our Family Office services.
We are a registered investment advisor, which means we are held to a fiduciary standard. This means that we are required to act solely in the benefit of our clients. Since we are an independent, fee-based firm, the advice we give is always unbiased and conflict-free.
Not only will you receive a financial plan at the beginning of our relationship, but we will also proactively update and present your plan on an annual basis. This give us the ability to re-navigate and re-calibrate where appropriate to keep you on track before it becomes a bigger problem.