Our wealth management framework is intentionally designed to provide solutions to the following questions:
How much wealth do I need to make work optional?
I don’t love the idea of just investing in stocks. Are there other options?
Is my money tied up, or will I be able to access it quickly if needed?
Is my portfolio protected from poor government decisions?
Are my investments with moral and ethical companies?
We provide active Wealth Management to safeguard your wealth ang give you thepeace of mindyou desire and deserve.
Wealth Management solutions that include:private investmentslocal real estate fundsnotes with downside protectioncompanies focused on excellence
We do much more than put your money in “the market”. As an independent investment advisory we have access to countless innovative options that meet your personal and financial needs. Below are some of our most popular options.
Funds that strive for excellence
These funds ignore the mainstream agenda and focus on companies that are excellent at what they do.
Notes with downside protection
Structured Notes add certainty by trading potential gains for protection against potential losses.
Private investments & real estate
These funds allow you to invest in Arizona real estate without the headache of being a landlord.
All of our Wealth Management clients get free access to our Financial Planning Membership. This Financial Planning framework focuses on 10 key financial elements. We regularly monitor and manage them throughout the year through a mobile app. You’ll receive quarterly engagements and impromptu communication if any elements go off track.
Some look at these elements and get overwhelmed… Others look at them and get excited! Regardless of your reaction to these details, know this: As your Advisor, we will do more than just “invest your money”. We will manage your wealth and your financial plan with wisdom and love.
To learn more about each financial element click the colored boxes below.
Everything In One Convenient Place.
Access your financial plan and element status easily through our user-friendly app. It’s available on your phone or computer web browser. If you do not like tech, don’t worry! We’ll guide you through its use, and create an experience that allows you to engage with the app in whichever way is most comfortable for you. Take a look:
Executed by professional Advisors with a relational approach.
We simplify the complex, and customize everything to your comfort and financial well-being. Here is what you can expect:
Or you can send us a text or give us a call at 602-384-2604
Investment Management Cost
Our fee for managing an investment account for any client is a percentage of the assets we manage. The fee we charge is 1% of your investment account balance.
How It’s Paid:
No need to cut a check manually. It’s automatic. One month of our annualized fee is paid to us from your assets at the beginning of each month.
Here is an example: If we managed $250,000 of your assets the annualized fee would be the 1%. The monthly fee that would automatically come to us would be $208.33 ($250,000 * 1% = $2,500 annualized which $208.33 a month when $2,500 is divided by 12)
We don’t get paid commissions based on the investments sold to you. Instead, we give you sensible advice with your best interest at heart. And our compensation model reflects that. Our income is a direct reflection of the performance of your assets.