HIGH NET
WORTH INDIVIDUALS
We focus on managing your wealth for growth while giving you peace of mind and time for what’s most important to you.
WHERE YOU ARE
Financial Freedom
You have entered the Financial Freedom life stage and can use money for its ultimate purpose:
To buy more time and contribute to others.

You are an example of what is possible.

You have a quality of life that most can only imagine.
WHAT WE DO
Fiduciary Wealth Management
We provide the certainty that your wealth can produce enough lifetime income to do whatever you want, whenever you want, with whomever you want in a way that empowers yourself and others forever. We put your interests ahead of our own by taking a fiduciary position.
Comprehensive wealth solutions including, but not limited to:
  • Tax Minimization
  • Estate & Succession Planning
  • Wealth Structure & Entity Decisions
  • Insurance
  • Philanthropic Planning
We have precise expertise and tailored services to fit your life now and later.
  • Outcomes focused
  • Economics based vs. traditional financial planning
  • Utilize all resources, including your human capital, social benefits, inheritances, etc.
  • Evidence-based solutions in continuous time
  • Manage wealth structure first, then portfolio
  • Address all risks
  • Personalized portfolio
THE PLAN & ACT METHODOLOGY
Value In Our Methodology
Experienced investor, Daniel Isenberg, shares the value of the Plan & Act methodology: Increased understanding of his true portfolio risk; prioritizing goals as liabilities; and obtaining a cash balance plan to fund pending liabilities in priority order.
WHAT WE'RE ABOUT
Your Goals, Your Values, Your Loved Ones,
Your Wealth, Your Legacy, Your Impact
Peace of Mind with a fiduciary warranty.

©2024 Plan & Act