We understand that newfound wealth can seem a burden, rather than an opportunity. Details, decisions, taxes, laws, and an endless line of agents and brokers who offer to help can be hugely intimidating. In simple terms, we believe that your primary task is to harness your wealth, transforming it into an ally as you pursue your higher life goals. Think of us as your coach. You will continue to work with your existing advisors, brokers, and accountants; we "manage your managers," assuring that your higher goals and deeper beliefs are the driving force behind your wealth strategies. You invest in The Wealth Conservancy's services solely on a retainer basis: we never receive commissions either from you or from products or services we might recommend.
Since each client has a unique situation, wish, and vision, each relationship we forge is very personalized and dynamic. All of our clients can, however, count on three principles that guide all that we do:
It begins with mastering your resources: defining and understanding all that's available to you. With this knowledge, we help you direct your professionals (for instance, in tax preparation and estate planning). We guide you to take responsibility for—and control of—your resources, the professionals managing them, and your ongoing legacy. Read More
With this sense of control, your higher life goals become paramount. You may now harness and mobilize your resources to work in concert with your life's vision. This is power! Read More
We're with you all the way, from grasping your potentials to engaging your resources in pursuit of your dreams. We're your coach, your mentor, your advisor. We filter the clutter; we tame the chaos; so you enjoy the freedom and confidence to achieve your highest aspirations. Read More
For inheritors who want to develop life-summiting skills to achieve success and enjoy a sense of accomplishment.
