Your wealth goes beyond investments, it involves your family, your strategy and your legacy.
Greater wealth brings greater complexity. So how do you ensure you are intentionally stewarding your wealth? Here are some questions you should be asking:
A Holistic Plan
While it is important to have a plan that addresses your risk tolerance and asset allocation, a holistic plan goes beyond the numbers and connects your money with your purpose. Just as you would for your business, you need a trusted advisory team around you to help you manage your wealth with discipline and focus to keep you on track.
At Archetype Wealth, your purpose is our mission. The Four Quadrants are our holistic approach to align your strategy, your investments, your family and your legacy so that your family thrives across generations.
We would love to help you and your family grow in greater clarity, confidence and contentment in your financial life.
Leslie Adame serves as Marketing Manager for Archetype Wealth Partners. She is passionate about equipping families in such a way that communication and money become key contributors to the success of their family. Archetype exists to help families thrive across generations by connecting their money with their purpose.
Disclaimer: Our intent in providing this material is purely for informational purposes, as of the date hereof, and may be subject to change without notice. This article does not intend to constitute accounting, legal, tax, or other professional advice. Visitors and readers should not act upon the content or information found here without first seeking appropriate advice from a trusted accountant, financial planner, lawyer or other professional.