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Your Purpose, Your Plan

Your Purpose, Your Plan

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Fiduciary Investment Management

We believe Investing is more science than art, so we adhere to the decades of research by Nobel laureates that support a evidence based investment approach. 

 

We believe that making decisions based on evidence rather than predictions will give you the best odds of success. Evidence-based portfolios are low-cost, tax efficient, diversified across the globe, and aim to capture market returns through the use of ETFs and index funds.

Our proactive, disciplined investment portfolios are customized to your goals, risk-tolerance and time horizon. 

FIM
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Holistic Financial Planning

Not everyone wants or needs investment advice. The many digital tools and resources available today make managing an investment portfolio possible for some savvy individual investors. 

 

However, creating and maintaining an actionable financial plan that incorporates investments, cash flow management, taxes, education planning, estate and retirement planning may be overwhelming and require expertise and resources one may not have.  

This is why we offer Holistic Financial Planning for clients that prefer to manage their own investments but need expert guidance on everything else. 

 

We believe the essence of Financial Planning is to align the way you use your resources with what matters most to you - your Financial Purpose. We'll help you identify your values and articulate your unique Financial Purpose so that we can create a plan that is meaningful to you. 

Comprehensive Wealth Management

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“Being rich is having “more.” The push for more is a treadmill on which satisfaction is typically fleeting. The quest to be rich usually doesn’t end where many of its sojourners think it will. Wealth, by contrast, is funded contentment. It is the ability to underwrite a meaningful lifehowever one chooses to define that.” - Brian Portnoy, The Geometry of Wealth

Our Wealth Management process is designed around this definition of wealth. We will work together to identify what a "meaningful life" means to you and then help you achieve it. Simple as that.

 

In doing so, we will manage all aspects of your investments and financial plan and take you through Walden Roots, a transformative process designed to help our clients identify their values and craft a Statement of Financial Purpose. This process will provide us with a tangible ongoing reminder of what "a meaningful life" means in your own words.   

Holistic Financial Planning
CWM
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