Helping You Plan For A Legacy Built on Values
A Holistic Approach to Wealth Management
Customized & Comprehensive Wealth Planning
Build a Legacy that Fits Your Family Life, Values & Culture
DON’T LET FEAR HOLD YOU BACK FROM COMMUNICATING WITH YOUR FAMILY ABOUT YOUR FUTURE PLANS
increase confidence and awareness to gain control of your finances and leave a lasting legacy.
We Believe that Wealth is IS MORE THAN MONEY
Our financial governance and education highlights the ways in which wealth can have an impact on your values, culture and quality of life. We provide tangible skills as you work to manage your finances.
A Personalized Approach to Wealth Planning and Management
We take the time to listen to your vision for your family and gain an in-depth understanding of what you value in life. We personalize a wealth plan that emphasizes both financial gains and a family-centered approach to legacy building.
EVOLVE YOUR FAMILY LEGACY
Take Control of Your Future and Build Lasting Wealth
Let EXPERTS Help You Grow and Manage Your Assets
More than 65 years of combined experience
Vanessa, Lauren, and Darlene bring over 65 years of combined expertise in assessing and guiding families through their wealth journey. Their in-depth understanding of family wealth dynamics makes them a reliable wealth management team.
Appearance on Multiple Channels
As a financial expert, Vanessa has contributed valuable insights on various visual and written platforms. Her expertise in financial management, investment, savings, and more has been recognized through collaboration and appearances on multiple channels.
An Award Winning Advisor
Having been distinguished by such prestigious organizations as Barrons and Forbes as a top advisor for her outstanding performance in the field, Vanessa brings with her extensive expertise in financial, estate and wealth management.
“SOMEONE’S SITTiNG IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO.” – WARREN BUFFETT
BUILD GENERATIONAL WEALTH WITH A FUTURE
Discovery Session
Schedule a discovery session with our team of wealth advisors to begin envisioning how a successful wealth plan looks. We’ll take the time to get to know you personally and learn about your unique situation, goals-based values, and vision for the future.
Conduct an Analysis
Then we will thoroughly analyze your income flow, tax situation, and review your current insurance policies and needs. Creating a wealth plan based on these results will move us to the next phase.
ASSET ALLOCATION
The model or models handpicked for your assets are based on the results of your wealth plan. We carefully select holdings that can help reach your vision for the future.
Optimize Your Estate
We will provide your attorney with updated figures and life changes for a full review of existing documents, such as wills and trusts, to confirm they align with your objectives, and they can recommend any necessary changes.
Family narrative
Expressive Wealth™:
We Transform Financial Stress Into Freedom and Joy
We create personalized wealth plans by providing governance and education around wealth and its impact on family life, values, culture, and happiness. As stewards of your family’s wealth, our mission is to walk alongside and support you during the growth process, which is alive and during an ever-evolving growth process. Together, let’s achieve your vision for your family’s Expressive Wealth™!