Our Process

BALANCED, INTEGRATED, & SUSTAINABLE WEALTH SOLUTIONS.

Imagine everything in your financial life integrated and working together. Leading a team of highly specialized micro-managers is your very own financial advocate weighing the advantages and disadvantages, and opportunity costs of each financial decision you make, and its impact on your life as a whole. We are changing the conversation about money, we’re moving from product-focused to process-driven, and from hunches, guesswork and uncoordinated transactions to calm, fact-based decisions you can have confidence in. Our priorities are truth and transparency, and that is what you’ll find at the heart of our proprietary process Empowered by GENIUS.

We, the stewards of your financial future, are intent on not just building wealth, but protecting it and preserving it to ensure your legacy. Backed by science and math, Empowered by GENIUS is a holistic approach to personal finance that integrates all the professionals in your life.  And instead of working at cross-purposes, all are synchronized, on the same team – coordinated by your Truvium macro manager, whose primary focus is providing you with the ultimate confidence, potentially freeing you to enjoy your wealth on your own terms.

To help we have to understand you and it’s equally as important for you to understand us. Our method begins with taking the time to learn what you envision; the life you want to live.  Before moving forward, we’ll discuss goals, our strategies and ensure the right fit.

Building upon your vision, we take a deeper and more analytical look at where you are. A candid assessment of your financial playing field.  With an understanding of where you are, and how you got there, we can develop fresh strategies to take you where you want to go.

Developing that strategy isn’t one-size-fits-all, it’s your customized fully-integrated financial model, reflecting your vision and created expressly for you. Before we recommend anything, we utilize proprietary financial simulators to stress-test your model, eliminating guesswork on the path to achieving your wealth goals.

We put the plan into motion and when we execute it’s with confidence and experienced professional focus. We keep you informed with a plan true to your vision. No mysteries or surprises, just old-fashioned hard work to make it happen by doing it right.

The only constant in life is change, and our strategy is conceived to adapt to your changing needs. Together we’ll embrace that, whether to fine-tune or totally re-calibrate as needed. Count on hearing from us regularly to ensure we’re proactive and not reactive.