ArchitectWealth Management is a process built around the marriage of financial planning and asset management. We view the two as inseparably correlated components of a successful financial future. That is our goal: To help clients achieve success in all aspects of their wealth.

Our process begins by taking a holistic approach to wealth management. Our financial advisors work to understand your goals and objectives before making any investment decisions. We construct a blueprint for your financial plan that becomes the foundation of the relationship with our advisors. The process consists of several steps resulting in a financial plan in harmony with asset allocation within your portfolio.

High-net-worth individuals have wealth management needs that are different from the average investor. We have worked with clients who are on track to have investable assets in excess of $1 million. We provide unique wealth management solutions customized for our clients. We are in the business of helping our clients design a customized strategy which is the best fit plan to meet their overall Wealth Management needs that are important to them and their families.

Our Wealth Management Services Include:

  • Preservation of capital – Preserving your wealth is our main objective considering you have spent your working life to get your portfolio to where it is now. Our investment team strives to preserve capital and make certain your investments continue to generate income.
  • Reducing the impact of taxes – Our wealth management services will help you minimize the tax impact on your financial plan while maximizing your family’s cash flow.
  • Providing a solid family succession planWe will take you through all the financial aspects you need to be aware of to make sure you have made provisions for your family and friends.
  • Preventing assets from facing unnecessary risksThrough our safeguard policies, strong corporate backing, and a strict adherence to the law, our goal is to protect your interests in every aspect of our relationship.
  • Charitable givingWe can help you consider solutions that preserve tax advantages while also benefiting charitable concerns you care about.

Private Client Services and Wealth Management

Our team specializes in the following wealth management and private client services:

  • Preserving Capital is just as important as the return on Capital. This is why we focus heavily on using all available investment tools at our disposal to ensure we effectively design a plan that fits your overall risk tolerance and matches your retirement income objectives.
  • Why do we offer this? It’s simple. If your portfolio value increases, then our fee amount increases too (since the fee is a fixed percentage). If your portfolio value declines, then our fee drops as well. So we have a vested interest in seeing your portfolio grow.

Benefits from this program include:

  • Regularly scheduled portfolio reviews.
  • Maximized yields on cash balances.
  • Annual trading summary and tax reporting.
  • Monthly summary of all portfolio activity.
  • One all-inclusive, tax-deductible fee, based on the market value of your portfolio.

Our trusted team of financial advisors will give you all the information you need to make the best investment decisions for your future. Contact Us Today!