The Process

If you're looking for traditional wealth management, you're in the wrong place.

Serving mostly entrepreneurs, our clients have generated wealth in very unique and intuitive ways. We want to create a similar experience when helping them manage their wealth. When we say there are no rules, we mean that no two financial plans will ever look the same. Our process starts with the client and then constantly adapts to their ever-changing lifestyle and goals. 

Conversation

Discovery

Collaborate

Execute & Evolve

Step 1: Conversation

  • What drives you?

  • What do you value?

  • What's your current mission?

  • Who matters the most to you?

  • What keeps you up at night?

  • What's your experience investing in private entities, marketable securities, real estate and other assets?

Step 3: Collaborate

  • Based on your goals and current resources, we present a custom wealth strategy that is designed to optimize your current and future net worth.

  • We prioritize action items based on the areas that are of the utmost importance to you.

  • We collaborate on the timeline and plan logistics until the final strategy is determined.

Step 2: Discovery

  • What's your personal net worth? (What you own minus what you owe.)

  • How are you protecting your assets?

  • What's you current career or business exit plan?

  • How do you manage your taxes?

  • How have you prepared for the unexpected?

  • What are your short-term and long-term goals?

Step 4: Execute & Evolve

  • Once the strategy has been polished, it is immediately executed.

  • Regular communication is required so that the strategy can effectively adapt to changes in your lifestyle goals, economic conditions and unexpected life events.