Partner

Partner client's have made progress, they get the basics and feel that on balance, they're doing a decent job handling what they can and understanding what they need to do.  But Partner client's also understand that the world is becoming an ever increasingly complicated and confusing place. It's time to get more serious about growing for the future. And growing has taken on new meaning as well. A new home? A family? Or expanding the home and family that's already there? Critical to the Partner client is the firm's role as guide and watchman.

We lead the conversation, attune the thinking around goals and manage the major life changes. Success at this stage is based largely on taking advantage of each opportunity in a pragmatic and thoughtful way that parallels your chosen path. 

Coach

If it's true that we've been liberated by prosperity and yet not fulfilled by it, then Coach candidates may be the embodiment of that theory. 

As the wealth accumulation phase of the lives of Coach candidates marches steadily forward, the increase in assets presents a host of companion problems, such as taxes, how to evaluate investment options, how to integrate new strategies and some second guessing about how to specifically link the goals that they have to funding.  At the Coach level it's not so much about "making it" anymore as much as it is about optimizing real potential.  There's a strategic crossover a foot, strategy and it's complexity has to match the importance of the bigger life issues in play. This period for Coach candidates asks them to begin in earnest to design their future, rather than accepting it as it emerges. 

Personal Wealth Manager

Remember the day that you thought that at a certain level of net worth, you had all that you needed? Remember when being wealthy meant that you didn't have struggles anymore?

Personal Wealth Manager clients understand that the problems, issues and questions of life don't go away based on your balance sheet, albeit that those questions can and do change somewhat. What will your legacy be? Where will all that you've accumulated wind up when your time has passed? There are demands from family and work that must be met and new challenges present themselves as well, the threats to keeping what you've built in tact are no less important than the problems you once had accumulating it. You're likely in or approaching the distribution phase of your life and it's time to turn your attention to complicated matters of wealth construction and distribution planning.  The freedom that you've achieved allows for a more purposeful link between what life can be and what you're currently doing. The money to live out the life you'd dreamed of all those years ago is here, but a cogent strategy to make that happen in a purposeful way, well planned and thought out, is not.