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Wealth Management
Is effectively managing your wealth a task you wish you could do better? If only you had more time to protect your wealth and the very lifestyle it supports from threats like taxes, inflation, rising interest rates, a weakening dollar, restrictive debt covenants, litigation, fire, theft, and on and on. But from where would you take this time; from running your business or advancing your career? Or would you take it from the precious little time you have for your hobbies, supporting your favorite causes, staying in shape, or spending time with your family? And if you had the time, would you also have the required expertise?
 Maybe you decided a few years back to postpone truly managing your wealth to an easier time, only to learn from experience that an easier time will not likely arrive before other wealth preservation and enhancement opportunities pass you buy.
Maybe you are already working with a “wealth manager”, but his or her focus and expertise seem limited to your investments. And so you are alone again to face the task of managing all other aspects of your finances.
Our Board of Directors Program©
At the Wealth Conservatory, we acknowledge the importance of your wealth to sustaining your lifestyle; we recognize the inter-dependencies of all areas of financial planning; and within our Board of Directors Program©, we pro-actively address each one of them in a comprehensive process that has little chance of overlooking anything critical to the development of your best alternatives.
Best in Class Specialists: Within our Board of Directors Program© we deploy best-in-class specialists (accountants, attorneys, insurance agents, etc.) from across the nation to help us develop optimal strategies for protecting and enhancing the wealth of each client.  Unlike some wealth management firms, we do not hire these specialists, nor do we try to develop their expertise in-house, for that would be far too costly and could not possibly lead to having the best performing experts in all areas. Instead, we continually search the nation for best-in-class specialists from completely independent and unaffiliated firms. Upon passing our initial selection criteria, we invite them to participate with other independent specialists in our holistic wealth management process on our clients' behalf. Here is where we really learn how well they represent their specialty in a team that is focused on identifying and exploring relevant and cost effective solutions for our clients. There are no formal relationships or compensation exchanges between these independent specialists and the Wealth Conservatory to get in the way of finding and deploying only the best.
Personal Advisor: Over the course of 24 to 36 months, a personal advisor walks each client through six planning modules designed to identify their goals, and explores the opportunities and risks to achieving them within a sequentially logical process, where the information developed in one module is used to develop the solutions in the next.
Five Step Process: To make sure we are always in a position of offering and efficiently implementing the most relevant and effective alternatives for each client’s consideration, our personal advisors will frequently meet with other advisors in a five step process that effectively brings about the collaboration needed among all required specialists. In so doing the advisor is able to more effectively
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Understand the client's situation and goals -
Explore the client’s alternatives with a multi-advisor team of experts -
Fully explain the most relevant alternatives to the client -
Help the client implement informed decisions with their accountant, insurance agent, estate planning attorney and other required specialists -
Adjust plans as required by changes in the laws and the client's situation or goals
Ongoing Measurement: The personal advisor will also deploy a sophisticated set of metrics to regularly assess each client's progress to higher levels of financial well being. This holds both member and advisor accountable to the task of protecting and enhancing the the client's net worth.
One of these days to none of these days
When it comes to protecting our wealth, time is not our friend. While we wait for a less busy time to improve our financial situation, the threats to our wealth remain, while the number of acceptable opportunities to avert them diminish. Many asset protection and income tax reduction strategies, for example, must be in place long before the benefit can be derived.
Visiting the Wealth Conservatory to assess the value of our Board of Directors and other financial programs is easy, painless, and free. We offer a no obligation initial meeting. We have offices conveniently located on each coast and in the nation’s heartland. We are also accustomed to meeting our clients through video conferencing, where you too can meet with one of our personal advisors in the comfort of your office or home.
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