Wealth Advisory
We have a very enlightened philosophy around financial independence that is fully converged and integrated around the following services:
- Wealth Management
- Risk Management
- Specialized Tax Management
- Debt Management
- Estate Planning
- Cash Management
- Philanthropy
We believe these to be the 7 Pillars of Financial Planning converged and integrated into one process. Our process.The 3D Process. These are all pieces of the puzzle. And it is in our philosophy that when the process is not fully integrated, it is flawed.
Our Proccess
Our core clients are a select group of successful business owners and individuals who amongst other things desire a work-optional lifestyle in the next 5 – 7 years.
We have developed and refined a process that brings all those pieces of that puzzle together.
We call this process The 3D Process
Discover
- What is most important to you?
- What do you want to accomplish?
Design
- How will we get you there?
- What services are the best fit for you?
Deploy
- Financial and legacy planning
- Product and risk assessment and fit
- Ongoing, continuous service
- Building a lasting relationship
The benefit of The D3 Process is the:
“Sleep Well at Night”
Business has to enhance people’s lives or it’s simply not worth doing. – Richard Branson, The Virgin Group