The WealthCompendium® is the synthesis of our process. It is a different, and proprietary wealth integration portal that the families we serve have access to anytime, anywhere. It empowers each family with a sense of control, knowledge, and security. Our clients can also access their wealth plan through our secure client portal located at WealthCompendium.com.
By accessing the Wealth Compendium, clients receive:
• A full understanding of each component of their wealth plan – and how it fits into the entire wealth planning picture.
• Access to important documents when needed, anywhere in the world.
• An important tool for family/children and other family advisors when wealth planning questions or needs arise – or for family education and meetings.
We follow a disciplined process to determine the optimal allocation for a family, as well as the investments needed to implement that allocation. The result is a portfolio that reflects the needs, wants, and risk tolerance of each family we serve. In addition, the portfolio is fully reflective and integrated with your entire wealth plan.
While our Wealth Planning process is the cornerstone of our practice and client relationships, our Investment Process and Client Care Commitment are equally rigorous and comprehensive. We assist our clients in constructing a well-diversified portfolio that is tailored to their individual goals and objectives. Our approach considers each family’s feelings, financial situation, tax considerations, risk tolerance, and stated goals – while providing in-depth capital markets analysis.