Dynamic Wealth Optimization
Dynamic Wealth Optimization™ is an ongoing journey of discovery. It is a highly collaborative effort that includes our clients, their families and other advisors they may be working with. Our "wealth map" consists of eight distinct areas of exploration. We call these the Eight Dimensions of Wealth™.
The Core of Our Wealth Optimization Process™
ENHANCE WEALTH. Enhancing wealth is about identifying and maximizing opportunities that are available. It is about working with a wealth professional to discern the diverse and full range of assets and potential income sources. It means making smart decisions as to how to best manage your family’s assets.
PROTECT WEALTH. Protecting wealth is about minimizing threats that can adversely affect a family’s wealth. It is about managing risk in a prudent and cost effective way. Risk comes in many forms. It can easily be overlooked until it is too late to avoid. Protecting wealth requires insight and foresight.
SUSTAIN WEALTH. Sustaining wealth is about stewardship. It is about managing one’s resources with an eye toward the future. When it comes to generational wealth, sustainability depends on the extent to which a family’s values are passed on from one generation to another. Stewardship calls for a strong sense of purpose. It requires a clear and meaningful vision: one that is embraced by those who will carry our torch in the future.
Our methodology enables us to make prudent decisions about our clients’ wealth. It is defined by a disciplined yet flexible process that allows us to accomplish our mission of helping our clients ENHANCE, PROTECT and SUSTAIN THEIR wealth. Our wealth Optimization Process is a collaborative journey with four distinct phases:
Phase 1: UNDERSTAND
Phase 2: PLAN
Phase 3: IMPLEMENT
Phase 4: ACHIEVE
The initial "voyage" can take weeks or even months to complete. Note that the eighth step leads back into the first one, making this a continuous effort. In an ever-changing world, there are always new opportunities to discover. Similarly, new risks or threats can present themselves at any time. Our job is to stay at the helm and remain vigilant at all times.