Achieve what matters most
We take a highly personalized approach to creating wealth strategies for our clients. Our team of experts will take the time to fully understand not only the details of your financial life, but the qualitative aspects as well. Together, these components help us understand the entire context of your life and create the personalized strategies that ultimately empower you to make decisions with the confidence and freedom to achieve what matters most to you.
A personalized financial playbook using Intentional Wealth
Your personalized financial playbook will provide you with wealth strategies that are tied to the quality of life you’re seeking to achieve. It will also provide clarity on how you can make your desired impact in the world around you.
Intentional Wealth, our comprehensive and customized approach to financial planning, is based on a highly collaborative multi-dimensional discovery process that enables us to gain a deep understanding of the financial and personal spheres of your world.
Disciplined investment management
It’s rarely fate or a stroke of luck that leads to creating wealth for our clients. Rather, wealth is the result of intentional actions that include the choices you make in your life combined with how we invest your money.
When it comes to managing investments, we follow a core set of beliefs that guide decisions about client portfolios:
- Maintaining a broad diversification of investments across various asset classes and geographic regions
- Minimizing expenses and taxes by using low-cost and low-turnover investment strategies
- Rebalancing portfolios to maintain an appropriate asset allocation while capturing opportunities to add value
As a client, you can expect us to create a personalized investment strategy that embodies these beliefs and aligns with the financial plan we develop for you during the Intentional Wealth planning process.
Ongoing financial planning, monitoring, and reporting
We regularly monitor, review, and update your financial playbook. It’s a living document that you can access and review on your own as well as collaboratively with us.
My Wealth Dimensions Dashboard, a secure and easy-to use online portal, provides you with an up-to-date and dynamic view of your financial situation along with access to your financial playbook.