What is a wealth strategy?
A wealth strategy is a step-by-step action plan to provide clear direction to achieve your wealth goals. When most clients come to us they are working harder than their money. We look for ways to reduce your workload, and make your money sweat for you.
Phases of a Strategy
1. Find an Advisor
Evaluation of your current wealth situation and a new understanding of how to find the right advisor for you, even if it’s not us.
Creation of a custom strategy and action plan to accelerate your path to financial freedom.
Coordination between your team of advisors to execute your strategy and achieve your vision.
Maintaining corporate formalities, developing reports to show the progress of your strategy and identifying any needed changes.
Confidence that your assets are protected and your team is prepared to defend your strategy in a legal situation.
A Clear Roadmap
The Right Assets
Reduce Risk & Identify Solutions
First we’ll explore and identify your dream (If you could be anywhere, if you could do anything, where and what would it be?) Then we work to quantify that dream and establish your vision.
We’ll help you narrow your vision in order to focus on one specific type of asset in a single asset class.
(i.e., real estate, paper, business or commodities )
Professional investors differ from amateurs because they make a decision once and repeat it over and over. We help you develop the specific criteria for investing that will keep you on track to reach your dream.
We deliver a clear action plan in addition to showing you how to locate and work with a team to execute your strategy, reduce your time involved and maximize your results.
Thinking about getting into real estate? stocks? insurance? oil?
Those are just tactics to get rich. A wealth strategy identifies what assets work best with your risk profile. Get on the right track today.
Who needs a Wealth Strategy?
Those with clear goals are ten times more successful than those with no clear goal in place. We firmly believe that all entrepreneurs need to have a long-term vision for their financial and business future.
Accelerate your Wealth Strategy
Adding a tax strategy to your wealth strategy supercharges your path to financial freedom.
Real Experiences from Real Clients
Implementing your Strategy
Having a great plan is only part of the story. In order for your strategy to start benefiting you, it must be implemented.
For your convenience we have two option to help you accomplish this.
We Lead & You Consult
To expedite the benefits of a new strategy, many of our clients ask us to spearhead the implementation process. We will coordinate with your team members to get your strategy implemented as quickly and hassle free as possible.
You Lead & We Consult
On occasion, our clients want to take a more active role in the implementation of their strategy. For that reason we can offer consulting as needed, should you run into any tough questions during your implementation.
Resources for Success
When it comes to wealth, what you create is a function of what you know and for many clients, understanding the details is key to long-term success. Which is why you’ll have access to select online courses, articles and invitations to join live sessions with our CEO Tom Wheelwright. Ask your personal tax and or wealth questions, in addition to hearing those of other entrepreneurs and investors.