It’s all about you
A Personalized, Detailed Approach
A Tailored Approach
We offer a personalized, detailed approach to uncovering what wealth means to you and your family by defining your unique wealth plan and what it can do for you. We’ll help you confirm the level of professional expertise and service you require on your journey to build and implement your wealth plan.
1. Listen & Discover
Let us uncover what your wealth actually means to you and your family.
2. Gain Perspective
We understand your wealth and its many implications, opportunities, and solutions and then how to plan for it well.
3. Set & Track Life Goals
We test our thinking for your strategic wealth plan by running financial models of your current and alternative strategies.
4. Assess & Be Committed
We like to meet regularly to assess progress toward your goals, to confirm that we’re on track and to leverage market opportunities.
We help achieve outcomes that improve your life and wealth, now and for generations to come.
Focus on Counsel
We focus on counseling our clients on how they can best reach their financial goals.
We help our clients make smart decisions about their money. We don’t focus on market trends or make predictions about stock prices or manager performance. We believe that our clients have a better chance of reaching their financial goals if we also minimize costs, manage taxes, and appropriately diversify their investments. Most importantly, we employ a goals-based investment strategy to keep our clients focused on where they want to go and what they can and can’t control along the way.
Our investment philosophy has four core areas–each one designed to help our clients understand how their specific goals relate to their portfolio allocation.
In order to implement this strategy, Wealth Design carefully selects investment partners (DFA Funds, Vanguard ETFs, PIMCO ETFs, etc.) whose strategies for mutual funds and ETFs do not involve active stock picking or investing blindly in commercial indices. Using these low-cost instruments, we structure client portfolios with a broad exposure to a range of asset classes that are most appropriate for their individual goals, time horizon and tolerance for risk.