We serve as Personal CFO to a select group of individuals, families, and businesses, helping them lead remarkable lives and leave lasting legacies. Accumulating wealth throughout life takes persistence and focus. Our process creates an experience that helps empower our clients to make the right decisions with more successful outcomes.
As Personal Financial Advocates, we work in close partnership with each of our clients’ trusted advisors. With decades of experience in money management, tax planning, estate transfer, and portfolio protection, our coordinated approach develops an insightful, personal benchmark unique to each client.
We use sophisticated financial planning software to organize each client’s financial information into one consolidated place. Utilizing Nobel Prize winning science, we understand how each client feels about risk and design our plans to perfectly align within a comfortable bandwidth of acceptable risk. Our portfolio architecture is comprised of elite money managers that have deep expertise in traditional investment strategies as well as tactical and diversifying strategies like real estate and alternatives, enabling our clients the potential to have success in all types of markets.
Disclosure: Investors should consult with their own tax advisor
or attorney with regard to their personal tax situation.