Holistic Wealth Management

We invest in you and your needs, before asking you to invest with us.

Few of us are taught the principles and practices of effective Wealth Management as youngsters (not to mention how to balance a check book or create a household budget!). Investing successfully, protecting your assets, and planning for the future of yourself and your family are just a few of the requirements of successfully managing prosperity. The Executive Wealth Group employs a holistic approach to Wealth Management, considering every aspect of your life when working with you to grow your Wealth – and your Self.

Our goal is to help you reach your investment goals based on who you are as a person, not merely “a client”. To do this, we work hard to understand your needs, wants, and desires – as well as your values, your boundaries, and your ability to withstand or tolerate risk.

What is Holistic Wealth Management?

Holistic Wealth Management is based on the principle that you, the investor, are far more than the sum of your parts. Every area of your life affects your point of view, the things you value, and your goals for both short- and long-term investment. To understand you, we need to get to know you – on a personal as well as professional level.

By doing this, we are able to consider your investment objectives in relation to your entire life; not just your goals, but any special circumstances that you may have which could influence your outlook on your investments. This might include anything from family dynamics to how you achieved your wealth; from your goals and ambitions to special circumstances within your family; from the importance of charity in your life to your relationship to money, and any other issues that surround your wealth.

Gaining a fully holistic view of you and your investment needs and goals requires that we get to know you on a personal level. This usually entails several conversations, as well as a deeper understanding of your tolerance for risk.

Our Holistic Wealth Management Program includes:

  • Asset Protection
  • Risk Assessment and Management
  • Investment Management
  • Charitable and Gift Planning
  • Foundations & Trusts
  • College Planning
  • Estate Planning
  • Insurance Strategies
  • Tax Planning

What are the Benefits of Holistic Wealth Management?

Using a Holistic approach to Wealth Management allows us to help you move beyond simplistic investment goals. Our unique approach to wealth planning and management enables you to discover your own limits – based on the things you DO value – rather than what others think you SHOULD value.

We work with busy professionals who do not have the time to consider the ways in which every aspect of their lives can be affected by their investment and wealth management strategies. Unlike other wealth management companies, we begin by investing in you and your needs, rather than by asking you to invest in us.

Our preferred client list includes:

  • Professional Athletes
  • Actors and Musicians
  • Retirees
  • Producers and Directors
  • Health Care Professionals
  • C-Suite Executives
  • Entrepreneurs and Solopreneurs
  • Politicos and Influencers

Learn whether Holistic Lifestyle Support is right for you.