BUILDING YOUR WEALTH
We take a systematic approach using merit-based criteria to fully understand global economies and markets. You’ll find us relentlessly inquisitive, seeking innovations we believe in, but everything we do is anchored by disciplined best practices and a desire to never stop learning and improving.
We see building wealth as a process that addresses five major financial concerns with a coordinated response enabling systematically achieving the goals set for you, your family and your business.
PRESERVING YOUR WEALTH
|By producing the best possible returns on investment, aligned with your time frame and risk tolerance.|
MINIMIZING YOUR TAXES
|The objective of keeping more of what you’ve earned by minimizing the impact of taxes on your future.|
PROTECTING YOUR HEIRS
|Together we’ll find the safest, most tax-efficient ways to pass assets to those you choose as you desire.|
SAFEGUARDING YOUR ASSETS
|Protected against catastrophic loss, creditors, litigants, ex-spouses, estranged family, identity thieves and more.|
THE REWARDS OF GIVING BACK
|Making meaningful gifts to worthy charities is a way for all of us to address the greater good by giving back.|
By organizing all components of your wealth to work towards a common goal, we can achieve all you dream of for yourself, your family, your business and community.
Many investors – and most advisors – don’t like to discuss what we call the hidden Wealth Management Gap. You wouldn’t put everything into one stock or liquidate a portfolio without tax planning, yet too many investors fail to apply the right wealth strategies.
Our objective, especially with investment properties and large windfalls, is to achieve superior after-tax, risk-adjusted returns with an approach ensuring that you will.
HIGHLY APPRECIATED ASSETS
|Complex assets, many that are highly appreciated, require seeking unique tax benefits and risk-adjusted returns. We measure and account for interdependent criteria that are skillfully weighted and factored for the best outcome.|
TRUSTED, PROVEN EXPERT ADVICE
|Realtors aren’t tax experts, CPAs don’t understand investments, and attorneys are legal specialists. To make the right investment decisions to protect your future and not undermine it, requires financial expertise of a certified investment advisor.|
FLEXIBILITY AND RISK MITIGATION
|As life priorities shift approaching retirement or other milestones, we integrate your risk preferences with investment goals to meet changing income needs. Making the wrong decisions can be painful or worse, and because your greatest risk is what you don’t know you don’t know, we’ll keep you informed, flexible and protected.|
Prosper Point investment strategies take a thoughtful, measured approach to realize optimal tax benefits with superior, risk-adjusted returns from all of your assets.
PROTECTING YOUR WEALTH
The objective here is not only wealth preservation but to ensure your ability to pass on your assets to future generations. We address more than market volatility and concerns of potential loss, by implementing a wholly different, forward-looking and proactive strategy.
Many investors fail to look beyond investment management that, while critical, is only part of the process. We employ proven strategies to reduce taxes, not just increase wealth.
AWARENESS OF EXPOSURE
|As people become wealthier thanks to prudent, proper investment management, they also have an increased exposure to lawsuits attempting to capitalize and raid what they’ve earned. This is particularly important to guard against during turbulent economic times.|
SMART WEALTH TRANSFER
|Assets can be transitioned from your name to legally protected trusts, LLCs and more. Specialized insurance policies can help protect against unexpected legal challenges, should they arise, as part of a strategy to ensure that your wealth won’t be compromised during your lifetime.|
PROACTIVE ASSET PROTECTION
|Sooner not later is your best defense and we’ll discuss the best plan for you and your family. The key is to understand that timing is critical, and this means that each strategy selected as part of your estate plan is proactively implemented so it’s in place before any legal action against you is brought.|