We practice a completely new financial advice process focused on one thing … helping our clients make the most of the only life they have. The process is called Wealthcare.

We start by identifying your aspirations to learn about not only what you need, but also what you would like. Next, we understand your priorities; this focuses us on solutions that meet the goals in which you place the highest value. We then apply a sophisticated (and patent pending) stress testing analysis that simulates 1000 lifetimes of market environments, including both good and bad. We then combine your needs, the dreams you prioritize and our stress testing analytics to design a customized recommendation of goals and investment strategy.

Traditional advisory services usually identify your maximum risk tolerance and then position you in a portfolio to experience it. In reality, you may be able to have confidence in achieving your goals by implementing a portfolio with less risk. With Wealthcare, we analyze this opportunity to avoid unnecessary risk.

Traditional services monitor performance, which is interesting information, but it cannot be changed and does not tell you what the performance means to you in terms of achieving your goals. With Wealthcare, we monitor on a quarterly basis (and any other times you want) not only what happened but whether it has any impact on achieving your goals. This can provide true comfort and identify both problems and opportunities in advance, before they have a major impact on your lifestyle.

Finally, traditional advisory services disclose away the fact that no one has any idea of whether things will work out as projected (read the fine print and you will see that their projections should not be relied upon).

Despite uncertain markets, we actually measure how confident you can be in achieving your financial goals and anticipate both bull and bear markets. This can provide you confidence that, barring extraordinarily poor markets, you can be comfortable things will likely go as planned.