ADVISOR & PROFESSIONAL MANAGEMENT
Serving the small enterprise, private wealth and the Board.
Strategist for ownership and the executive group. Professional management for private wealth. Focusing on matters of operations, finance and marketing for business; Wealth Management, philanthropic endeavors and personal affairs for individuals and families.
Advisor to the board.
Wealth Management
Wealth Management pulls together a variety of financial tools and
creates an alloy. This allows the previously disparate practices of
financial & investment planning, risk management and estate & tax planning
to be melded and viewed from a common lens. When conducted by a seasoned
practitioner, this results in the whole being far greater than the sum of
its parts. A three dimensional landscape appears, as the client’s current
and future opportunities materialize, then expand, when the possibilities
for successive generations and philanthropic impacts are made visible.
We recognize lives and the economy are dynamic. They require seeing
ahead and around corners. M6i is interactive and responsive to the
dynamic forces of our clients’ lives, their ideas about retirement and
estate strategies, as well as risk management used to navigate those
strategies and the economic events bearing on them. Each client warrants a
custom solution. Their families, objectives and constraints define their
unique strategic needs. Our method is collaborative, driven by the client’s
ideas for what’s ahead. We listen, ask questions and develop alternatives
that respond to the client’s objectives, fit their needs and are designed
to create a substantial, beneficial impact on their lives.
The early engine of successful Wealth Management is comprised of salary
development, investment planning and commitment. Done well, these inputs
will happen as part of everyday living, without squeezing the client’s
limited time resources. The result is an efficient wealth management model
that principally operates in the background. It’s tuned or adjusted as
needs and objectives periodically evolve or forces bearing on the client’s
personal economics dictate.
For our clients who have summited this mountain or are nearing it, the tools of wealth management undergo a reconfiguration. Risk management and investment planning realign to meet retirement and estate planning objectives. These are times when each client’s ideas about the lives they want to immerse themselves in and the opportunity they want to extend to successor generations or philanthropic endeavors takes shape.
Build wealth, use it and spread it. This is our core advice. Through commitment and execution, each client decides what their own take will be on this foundational practice.
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