SERVICES

Wealth Planning Philosophy

Wealth management is more than "making gains". We approach each individual and family holistically, considering cash flow, risk management, estate planning, philanthropy, education, and retirement to develop your personalized investment solution. Let’s be clear, true wealth management is not just about money. Oftentimes, the people involved have a greater impact on the legacy.


One size does not fit all. As a result, we offer a variety of services to meet you wherever you are: investment management, wealth plans, and 1-on-1 financial consultation. We serve a limited number of individuals and families and offer boutique-style, personalized services tailored to the client's goals. Whether your legacy needs to be built, fortified or extended, we look forward to helping you find the best strategy to achieve your investment goals.


SERVICES

Wealth Plans

Personalized, comprehensive financial plan development to achieve a specific goal, such as retirement.




BEST FOR:

Individuals who need a financial roadmap and who need professional feedback on their current strategy or retirement plan.

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    Design your Wealth Plan with AbundantView. This plan can display all facets of one's financial life and tracks it in relation to the plan developed with the advisor. 


    Create clarity for the action you take towards your goals for your investments, retirement, and legacy. 


    PRICING:

    $2,000 – $4,000 

    (Based on Complexity)

Investment Management

Actively managing client assets.




BEST FOR:

Individuals who want a trusted advisor to delegate investment management to or individuals who have had a windfall event in their life (such as an inheritance, becoming widowed or divorced, etc.) and are looking for counsel on how to navigate these new resources.

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    Our goals-based strategies and directional portfolios are designed to avoid emotion-driven investing and provide a balanced, yet flexible, structure for investors to accumulate, preserve, and distribute their wealth to pursue the financial security they need to live life on their own terms.


    *PORTFOLIO PRICING:

    The annual management fee is based upon the value of your investment portfolios.

    • .50% annually for amounts greater than $10,000,000
    • .60% annually for amounts $5,000,000 up to $10,000,000
    • .70% annually for amounts $2,000,000 up to $5,000,000
    • .90% annually for $1,000,000 to $2,000,000
    • 1.2% annually for $500,000 to $1,000,000

Financial Consultation

Advanced guidance for specific topics and obstacles in your financial/life picture, but without the structure of a formalized wealth plan.




BEST FOR:

Individuals who want an objective review of their circumstance or someone in a complex or challenging situation in need of a creative solution.


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    You may be an entrepreneur restructuring your business for profitability, a self-directed investor who desires expert guidance, or somebody needing help with some high-stakes decisions.


    Chris has nearly a quarter-century of experience in the financial industry, having started at Morgan Stanley in 2000. Since 2003 has been an entrepreneur running his own business as a financial advisor.


    You need the right word at the right time.


    PRICING:

    $500-$1,000 per Session

    (Based on Complexity)

INVESTMENT SOLUTIONS


We are honored to be working with Horizon Investments. Horizon is acting as a research firm providing Abundance with consulting on portfolio creation and management for our Directional Portfolios. Their track record speaks for itself. To learn more about Horizon, please visit: https://www.horizoninvestments.com


Our Directional Portfolios provide a wide array of solutions to meet client needs at any stage of life. Solutions range from focused equity risk portfolios all the way to cash flow portfolios. We have expanded our investment offerings to better align your portfolio with your goals. A goals-based approach to investing helps ensure that the strategy you are invested in is consistent with the objectives and risks of your current situation. Along the investment journey we have identified three stages that investors may experience; accumulation, preservation and distribution. Our strategies are designed to address the unique investment challenges and risks investors face in each of these stages.

 

Accumulation:

Our accumulation strategies seek opportunities in global markets with the goal of providing long-term wealth appreciation. Our investment strategies provide diversification through an allocation process that seeks to offer the responsiveness needed to adjust portfolios when market conditions warrant.

Preservation:

Our preservation strategies are designed to eliminate emotionally-driven investment decisions when markets are turbulent. This strategy is multi-disciplinary, incorporating strategies designed for both good and bad markets. Each of these portfolios includes active risk mitigation techniques to arrest loss while seeking to preserve capital.

Distribution:

Our distribution strategies have allocations designed and managed to support desired distributions through exposure to global equity and fixed income markets, while also seeking to mitigate losses during periods of market turbulence.

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For investors with $500k or more


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