Build Wealth &
Live with Purpose
Align your financial life with what is most important to you.
Become Part of the Master's Family
Experience a Unique Approach to Wealth Management
We believe in a relationship-centric, values driven approach to financial planning. Our Total Wealth Management Process is designed to keep you aligned with what is most important to you while keeping the financial aspects of your life organized and optimized. Our true team model places your interests ahead of our own, creating client relationships that go beyond just numbers, making you a part of the Master's family.
Read more about our financial planning services for individuals and corporations.
Why Master's Advisors?
Our Client Value Proposition
Alignment
Your financial decisions will be aligned with what is most important to you.
Optimization
Your finances will be strategically organized so that you are fully prepared to confidently face whatever comes your way.
Contentment
Every aspect of your financial life will be proactively and systematically monitored, enabling you to pursue continual contentment in your life.
Peace of Mind
Our Process is Designed to Give You Peace of Mind
We Call It The Annual Planning Rhythm
Financial Planning is a process, not an event. The goal of our proactive planning rhythm keeps you aligned with your values and goals, while continuously employing the best strategies for your specific situation.
How We Help our Clients
Connecting Wealth to Values
Our clients want their wealth to have meaning to them. Wealth on its own means little, but wealth optimized for your goals and values can be extremely impactful. Our initial values exercise helps to clarify what is most important to you and shapes the development of your financial goals and decision-making framework. This process empowers you to make consistent financial decisions that take less time, emotion, and stress, allowing you to remain focused on what really matters.
Building an Efficient Plan
Efficiency comes in all shapes and sizes. Having confidence in your plan creates emotional efficiency; you know you are aligned with your goals and values, that your financial life is strategically organized and that you are prepared for any unexpected events along the way. Efficiency is also created by utilizing financial strategies such as low-cost investing, tax optimization techniques and rigorous investment management analysis. Lastly, efficiency is created through a proactive, agile planning process that gets tweaked over time to adjust for what comes along the way.
Creating Optionality
Being financially independent means having options; with your time, your vocation, and your financial resources. For each person, this is a unique and personal concept. Optionality really means having the freedom to use your time and resources as you feel called. By focusing on optionality, rather than a hard and fast date to ‘retire’, our process is adaptable to solve for what you want to achieve throughout the different phases of your life. Instead of living for a ‘mountaintop’ in the future, we want to help you live purposefully all along the way.
Clarity, Collaboration, and Synergy
Total Wealth Management - Corporate
The Goal of our Total Wealth Management - Corporate service provides the necessary clarity to your business finances to be able to form personal financial goals for both you and your team.
Our Blog:
The Master's Minute
The Master’s Minute – Hospitality in Action
Although I wear many hats here at Master’s, my primary role is that of Hospitality Coordinator. My goal is to make sure all of our clients have a pleasant experience in our office – starting from the time you schedule a meeting to the…
The Master’s Minute – The Power of a Family Meeting
I had the privilege to participate in a family meeting this past week. I’ve helped facilitate numerous family meetings over the years and I always find them to be a rich experience. Those of you unfamiliar with a family meeting in the context of…
The Master’s Minute – We Just Don’t Know When
Last March, the US Stock Market stopped it's tailspin and reversed course, increasing 103% since it ‘bottomed out’ on March 21st. When we see the market essentially do nothing but go up, a funny phenomenon takes place; we get nervous! We know that withstanding…
