We believe that true wealth is not just about possessions.
Today’s wealth management industry focuses too much on “sales”, acquiring assets, and making unrealistic promises or taking unnecessary risks. There’s painfully little discussion of self-discovery — how to live one’s best life, and how to harness your resources to do it.
So we decided to form a different kind of company, one that will always Help First.
While we have deep experience with asset management, we also understand that being a smart financial steward is simply par for the course. But helping people holistically structure their financial life — and through that process, unlocking their full potential as humans — now that’s something we wanted to build a company around.
\’welth; also ‘weltth\
Abundance of valuable material
possessions or resources
How do we actually do this?
- We integrate a detailed and sophisticated financial planning process, evidence-based strategies for living a better life, and a deeply human approach to setting goals and priorities.
- We incorporate a data-driven investment process to help manage and grow wealth in a disciplined way.
- We eagerly take on challenges — and solve problems — that are often outside the traditional scope of wealth management.
Up-front planning, problem solving, and consultation for free. Comprehensive analysis and review of financial situation and life goals. No sales pitches and no pressure. Just genuine help.
Advanced & Comprehensive Planning
Sophisticated Investment Platform
Extensive experience in financial markets. Critical thinking around risk and return, integrated with your goals and financial plan. Invested for the long-term. We also offer a curated alternative investment platform to qualified investors, with accessible minimum investment levels, and a highly aligned fee structure (of course).