The Wealth management formula

A Formula That Brings Every Piece of Your Wealth Strategy Together.

Managing significant wealth means managing complexity — taxes, investments, legal risks, family legacy, and more. That’s why we developed a structured formula that brings clarity and direction to every financial decision you make.
A black and white image of a hexagon on a white background.
A man and a woman are sitting at a table with a laptop and papers.

The Wealth Management Equation: IC + AP + RM

A black and white image of a hexagon on a white background.

IC

Investment Consulting (IC)

This is where we build your personalized portfolio — but it goes far beyond asset allocation. We evaluate every investment decision through the lens of cost, risk, tax exposure, and long-term goals.


What’s included:

  • Portfolio performance analysis
  • Risk tolerance alignment
  • Asset allocation & diversification
  • Cost & tax impact evaluation
  • Investment policy statement development


We don’t chase fads or time markets — we design intelligent portfolios that serve your bigger picture.

AP

Advanced Planning (AP)

This is where high-level financial strategy lives. Advanced planning focuses on the four areas that create true long-term impact: AP = WE + WT +WP + CG 


  1. Wealth Enhancement – Reduce tax drag, increase cash flow, and improve after-tax returns
  2. Wealth Transfer – Pass wealth efficiently across generations or business structures
  3. Wealth Protection – Minimize liability exposure and protect key assets from threats
  4. Charitable Giving – Create meaningful, tax-smart giving strategies aligned with your value.


Your money should do more than grow — it should serve a purpose. We make that happen.

RM

Relationship Management (RM)

We coordinate every professional involved in your financial life so you’re not left managing your own team. That means:

  • Clear communication with your CPA, attorney & insurance agent
  • Centralized planning updates & strategy alignment
  • Proactive problem-solving before issues arise
  • Consistent, trusted contact who knows your full situation
  • CRM (Client Relationship Management) + PNRM (Professional Network Relationship Management) 


You’re not chasing answers. You’re getting them — from one trusted voice.

Strategy That Doesn’t Leave Anything — or Anyone — Behind

It all starts to an exploratory call, to determine whether we’re a good fit for each other. We’ve seen what happens when your CPA doesn’t talk to your attorney, or your investments ignore your tax bracket. Our formula eliminates those blind spots — and replaces them with a clear, confident roadmap for what comes next.