WE HELP YOU
Mitigate the Risks of Your Wealth Being Taken Unjustly
Protect what you've spent your life building from the risks that can threaten it.
Building wealth is hard. Protecting it requires just as much thought.
As your wealth grows, so does your exposure to risk.
Creditors. Predators. Lawsuits. Liability. Unexpected illness. Disability. Long-term care. And the many other risks that can threaten the wealth you've spent decades building.
The goal isn't to live your life worrying about everything that could go wrong.
It's to identify the risks that matter—and take thoughtful steps to mitigate them.
Protect what you've worked so hard to build.
We help you look beyond your investment portfolio to consider the broader risks surrounding your wealth.
Depending on your circumstances, that may include evaluating:
Personal liability exposure
Umbrella coverage
Life insurance
Disability insurance
Long-term care needs
Business-related risks
Estate and asset protection considerations
Other potential threats to your financial security
We collaborate with appropriate specialists when their expertise is needed, helping you bring the right people to the table and coordinate their work with your broader wealth strategy.
The objective isn't to eliminate every risk.
That's impossible.
The objective is to understand where your greatest vulnerabilities may be, determine which risks are worth addressing, and build a strategy designed to help protect the life and wealth you've built.
Because growing your wealth is only part of the job.
Keeping it out of the wrong hands matters, too.
-
We have no minimum portfolio size. We serve clients from $500K to $25 million plus.
-
We earn a modest FLAT FIXED FEE capped at $5,000/year…paid quarterly at $1,250/quarter. The first quarter is FREE, no charge to YOU our client. Our fees are totally transparent and a fraction of both the typical financial advisor and the value we provide. This is the first area where we can typically reduce our clients’ fees.
-
Yes! We are so confident in the added value we can bring YOU that we wave our first quarterly fee so we can start COLLABORATING together now at no charge to YOU. The sooner we start working with you, the sooner we can be building the imperative bond of trust that comes from collaborating as a team.