Strategic Wealth ResourcesWhere 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. Using the same markers that professional investors use for evaluating stocks, Portfolio X-Ray precisely gauges the strength of your stock portfolio based on your top-10 stock holdings.Begin Your Assessment Ideal for business owners preparing their exit strategy or those simply curious about the value they’ve built. Sellability Score gives you a clear-eyed ranking of your business’s projected market value.Begin Your Assessment A quick and objective evaluation of your wealth management strategy, including a SWOT (strengths, weaknesses, opportunities, and threats) analysis of your approach for wealth protection and growth.Begin Your Assessment Is Spending Ten Minutes Worth Saving Thousands? We Seem to Think So.In just a few minutes, you can find out exactly where you stand with our assessment tools – Wealthalyze and Sellability Score. Both tools will provide you with immediate feedback. watch more video lessons Behavioral FinanceWhen it comes to investing, you are typically your own worst enemy. Here’s how to avoid making irreversible investment mistakes. Watch Now Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook Purchase Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth PurchaseFrequently Asked Questions How can I assess my current financial situation? 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? What sets you apart from other wealth management firms? 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. What is the minimum investment? 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. What is a fiduciary standard? 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. Will I get a financial plan? 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.Book a 30-Minute Virtual Meeting with an Advisor Book Now
