Multi-generational Life and Legacy Planning
Ask any client to define wealth, and nine times out of ten they will describe wealth as far more than money or their portfolio, but also their time, talents and experiences built up throughout life. Through our allWEALTH® process, we help clients use all of their wealth to live a great life and create a legacy worth leaving behind.
Defining Family Missions
Coordinating Investment Plans
Lasting Impact Initiatives
- Time
- Passions
- Resources
“Wealth is the ability to fully experience life.” – Henry David Thoreau
Life and legacy goals, including multi-generational wealth planning, are very important to many of our clients and usually what drives the investment portfolio setup. We can assist you with investment strategy execution and the construction of a financial plan that ensures your retirement needs are met while taking into consideration your desire to help and protect the loved ones around you.
Our allWEALTH® process allows our advisors to go beyond the macro goals of planning and investing for the financial security of our clients and their families. We take a look at the entire picture from planning to cover healthcare costs, to addressing life-enhancing micro-goals that might divert resources to improve family relationships or allow for more time to use gifts and talents to improve the lives of loved ones or causes close to heart.
Understand Your Financial Picture
Prioritize What’s Important to You
Review Scenarios & Set Your Course
Goals Without Action are Only Dreams
Know What Steps to Take, Why to Take Them, and When to Act
Knowing What Matters to You
Perspective to Keep You On Track
Help You to See Risk & Opportunities
Access to Your Online Financial Dashboard
Coordination with Outside Professionals
Facilitation of Family-Key People Meetings
Quick, Actionable Resources to Incorporate Children into Family Financial Conversations
WAI News & Events
It is a humble honor to be recognized by Barron’s for over half a decade as a top wealth advisory firm in the nation.
It is a humble honor to be recognized by Barron’s for over half a decade as a top wealth advisory firm in the nation.
The Orange County Business Journal hosted their annual ‘Women in Business’ Luncheon & Program this past week, and Beacon Pointe CEO, Shannon Eusey, was the featured Keynote Speaker addressing 700+ women (and men!) in the audience.
Connect with Us
We are here to be a trusted resource for you. Please email us if our advisory team can be of service to you and your family.
