Prospective Client

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As time goes on, life generally becomes more complicated. You might get married, buy your first house, have kids, change jobs, or start a company. Our job is to simplify your financial life and help you build a solid foundation for the future.

Core Services:
  • Principled Investment Management
  • Tax-Efficient Portfolios
  • Monthly Rebalancing
  • Asset Allocation
  • Consolidated Reporting
  • Risk Management
  • Annual Goals Discussion
  • Access to Advisor Team
  • Financial Planning
  • Home Purchase Advisement
  • 401k Advisement
  • 403b Advisement
  • SEP / Simple IRA Advisement
  • Education Planning529s, ESA, IUL, etc.
  • Insurance Review
  • Retirement Preparation
  • Cash Flow Analysis
  • Budgeting Discussion
  • Annuity Analysis
  • RMD Support
  • Social Security Optimization
  • Personal Balance Sheet Review
  • Inherited IRAs
  • Beneficiaries Discussion
  • Retirement Income Strategies

You have a successful career, and now you’re considering what’s next. You may be thinking: “Do I have enough? How should I spend my time? Will I be able to do the things that I want? How will my investments work for me?” Our team has a unique process to help you transition to retirement and thrive in this next chapter of life.

Core Services:
  • Two Dedicated Advisors
  • In-Depth Gap Analysis
  • Family Narrative
  • Family Mission Statement
  • Values Discussion
  • Review of Wills, DPOA, etc.
  • Giving Discussion
  • Outside Advisor Coordination
  • CPA, Estate Attorney, IB, etc.
  • Quarterly Discussions
  • Debt Arbitrage
  • Long-Term Care Discussion
  • Multi-Generational Financial Planning
  • Wealth Transfer Advisement
  • Personal Financial Statement
  • Account Aggregation and Reporting
  • Tax-Efficient Giving Strategies
  • Donor Advised Funds
  • Real Estate Holdings Review
  • UTMA/UGMA Accounts
  • Stock Option Strategies
  • Rule 10b5-1 Trading Plans
  • Concentrated Position Hedging
  • Executive Compensation Management
  • Restricted Securities Analysis
  • Aging Parent Support Planning
  • Appreciated Stock Gifts

Your wealth has become a separate business to manage. Whether it’s transitioning assets to the next generation, developing a strategic plan for your generosity, or preparing your heirs, there are complicated decisions to navigate. You need collaborative
partners with the experience and resources to provide support for the many unique challenges you face. Archetype has the understanding, expertise and tools to guide you through each decision and provide personalized, holistic solutions for you and your
family.

Core Services:

  • Dedicated Investment Committee
  • Multi-Generational Advisory Team
  • Family Billing
  • Advisor Summit
  • Quarterly Family Meetings
  • Illiquid Holdings Advisement
  • Inheritance Discussion
  • Values-Based Estate Design
  • Estate Tax Discussion
  • ILIT Review
  • Business Transition Planning
  • Succession Plan Discussion
  • Generational Advisement
  • CRAT / CRUT
  • Supporting Organization
  • Foundations & Endowments
  • Asset Titling
  • Heir Education and Preparation(Stewardship Principles, Money Management, Financial Responsibility, Training Trusts, Inheritance)
  • Family Personality & Constraints
  • Family Values Assessment
  • Pre-Liquidity Events
  • Trust Services
  • 150-Year Legacy Plan
  • Family Services Coordination



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