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Mission

Client Centered Approach

Client Centered Approach

We take very seriously our fiduciary duty to always act in the client’s best interest (vs. just trying to sell you a product). Our firm is built on a foundation of placing the client’s interest before any thoughts of our own compensation. We recommend investment strategies that help our clients accomplish their goals, then validate those recommendations with their other financial professionals to ensure a coordinated effort from all aspects of the client’s financial life.

Your Strategies

When you work with us, strategy is everything. With every client, we manage your wealth with 5 basic concepts: Legal Estate Structure, Tax Management, Investing, Retirement Distribution Strategy, and Risk Management. We then coordinate action items with accountants, attorneys and other financial professionals to facilitate a well-rounded, beautifully orchestrated strategy, that will simplify your wealth. Our goal is to make your dreams achievable with coordination of various financial responsibilities. Dividing those responsibilities can create complications. From the moment you start working with us we focus on what you are all about: what you have, what you want and what you need. When we have a clear picture of you, we can make your specialized strategy

Your Future

One constant among all of our clients is…the more money they make, the more complicated their life became. There were more legal concerns, more tax consequences, more implications for wealth building and there was a constant nagging question…Am I doing it right?

This is probably the most common question asked when people are looking for a Wealth Manager. Maybe the reason for the question has been that they have been doing it themselves. Maybe the reason is that they have professionals…but they have to coordinate it all. Either way, their financial life was limited to the extent of their own financial knowledge. If you were an accountant, attorney, and fund manager, this wouldn’t be a problem…but since few of us have all those skills at a professional level, we need help.

This is the difference between financial advice and Wealth Management. We are not going to give you a whole bunch of new ideas and expect you to make sure it works in your scenario, we make things happen. We work with your Attorney to make sure you are building on a solid financial foundation. We work with your accountant to make sure you are saving all in taxes that you can. If you don’t have these professionals, or others, we help you find a professional that you like working with and that can get the job done.

Our job is to be the project manager to make sure there are no missing pieces and that your plan is a cohesive whole. We meet with you quarterly to review progress, answer questions and develop a financial action checklist for the next quarter. We manage the whole of your investments and financial assets making time for you to live your life and sleep well at night.

If we can’t add value to your life, we won’t ask you to add value to ours.

Your Values

We will work to protect, guard, and maintain your values. We understand values. We believe and maintain the principles of Honesty, Integrity, Hard work, Education, and Transparency. What really matters to us at the end of the day is what you value. We shape your plan around what matters most to you, not us. Because after all, you're the most important one in the room at every review. We hope you will be assured that everything you care about will be the center of your plan from the moment you work with Wealth Advocates.

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