DESIGNING YOUR FUTURE WITH SHARP ORIGINALITY.
OUR HEART CENTERED GUIDANCE FOCUSES ON WHAT MATTERS MOST – YOUR STORY.
At Archetype Wealth Management, you’ll experience:
- Comprehensive financial, estate, charitable and family office solutions
- Responsible, trustworthy and transparent stewardship of your wealth
- A unique planning approach that matches your assets with your purpose
- Education and preparation of the next generation so that their inheritance is oxygen for their purpose
- Advanced investment management expertise with a fiduciary standard model that allows us to cultivate client-centric relationships
How We Engage
CUSTOMIZE A BLUEPRINT
Whether your dream is to build a home in the city or a ranch house in the country, you need a customized blueprint to begin building a foundation. The best blueprints are produced as a creative collaboration between the client and the architect. The client describes what matters most to them and the architect uses their experience and expertise to produce a detailed plan for their vision. A financial plan is a blueprint for your wealth. We use time-tested, disciplined strategies to match the vision of individuals and families with a blueprint for their financial archetype. In doing so, we deliver clarity, confidence, and contentment around your wealth.
BUILD ON PURPOSE
As your balance sheet grows, so does your need for more complex planning. Our experienced team has the tools to guide you through this growth. As you transition from making sure you “have enough” to take care of your basic needs and wants to “having more than you need”, big decisions need to be made. What will you do with the excess? The money can only be left to three places–the IRS, your heirs or charity. How will it be divided if something happens to you? Is that the way you want it to be divided? We will help you minimize taxes and guide you through a process to determine how it should be split between your heirs and charity. Our team of fee-only advisors have decades of experience guiding folks like you through this process. We will take the time to listen to your life story, help you identify what makes your family unique and ultimately develop a Family Wealth Purpose Statement that defines your families’ core values and purpose. This becomes the blueprint for your legacy.
DEVELOP A MASTER PLAN
Now that we have helped you identify your families’ core values and made sure your tax and estate plans reflect those values, it is time to help make sure your money is jet fuel for your purpose and not a head wind for your families’ personal growth. In other words, it is time for a multi-generational Master Plan. We have worked with many ultra high net worth families like yours and our team understands the unique challenges you face. How do you get all the generations on the same page? Everyone needs to be heard and included in the planning process. Communication is key, and we have the tools and expertise to facilitate those discussions. We will help you develop a Master Plan that brings unity to your family and purpose to your life.