achieve a work optional lifestyle.
We are a team of wealth advisors for a select group of professionals, business owners and families, who among other things are striving for a work optional lifestyle. We have developed and refined an award-winning process we call The Access Formula – which is how we navigate clients through their journey, addressing the many critical life events so they can look forward with confidence. Our process isn’t promissory around short-term performance, it’s a promise of a client experience – in other words, what it means to be our client for a lifetime and into multi-generations.
Why We’re Different
Our Discretionary Portfolio Managers are Fiduciaries
Our Customized Approach to Building Portfolios
Our Fees are Simple and Transparent
Our Award-Winning Access Formula.
That means our experienced and credentialed Portfolio Managers are required by law to always act in your best interest. No exceptions.
We take a comprehensive approach to planning, which allows us to design a portfolio specifically suited to your personal financial situation.
You always know exactly what you’re paying so it’s easy to measure the value of our service.
A process we have developed and refined that ensures you achieve all of your financial goals.
The Access Formula
Understanding What's Important To YouStep 1:
We really take the time to understand the vision for your family's wealth. It's an important first step in our process and something we keep in mind with any recommendation we make.
Financial Assessment & Base PlanStep 2:
A collaborative process that involves gathering all of the necessary information to formulate a snapshot of where you are today and where you will end up at retirement, using very conservative projections.
Plan Review & CollaborationStep 3:
A review of the base plan to ensure we have accurately captured all of the data and used the proper assumptions. It could involve more than one meeting to be sure we get it right and are able to move to the next step.
Strategies & RecommendationsStep 4:
This is where our team spends the time to optimize your plan by looking at various proven strategies to lower taxes, improve retirement income efficiency and transition personal and corporate assets to the next generation.
Once we agree on which strategies to employ and the timeline for execution, we get to work on implementing them. This could involve your existing professionals, or we can engage trusted ones that work with our group.
Roadmap for Future MeetingsStep 6:
We create a customized roadmap for all future meetings to ensure we are always focused on accomplishing a task toward achieving your goals, and so that nothing ever falls through the cracks.
Ongoing MonitoringStep 7:
You lead a busy life. Our job is to simplify the wealth management experience. There are a lot of complicated pieces to the puzzle, but our award-winning process allows you to focus on the big picture, while we take care of the details.
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