As you continue along in life and accumulate assets, you often require the help of multiple service providers. Four Point Financial works with individuals and business owners that graduate to the next level to provide a 100% customized approach to wealth.
We still plan. - Regardless of your wealth, it's great to have a cohesive strategy . In the case of our private clients, planning comes together by developing strong relationships with all of your service providers. Your accountants, your legal advisors all fit into the mix of wealth and or succession planning. We take pride in our roll of making sure your advisors do not operate in silos.
Custom Investment Portfolio - As your wealth grows, you are ready for a portfolio tailored to you. We work with world-class portfolio managers to develop your individual investment portfolio.
Estate Planning - Again, each of our private clients have different goals for the next generation. We work with our clients to make sure these longer-term goals are brought to the top of mind sooner rather than later. We can help structure your estate in a tax effiencient diversified manner.
Live Life - One of the things we notice about our private wealth clients is that they often are so concerned about the nest egg for their family, that they enjoy less the fruits of their labour. Part of what separates us is we encourage our clients to think about their own personal dreams and goals equal or greater than their often unselfish wishes to take care of the family.
Many of our business owner clients want a new balance and we help drive that balance.