THE FINANCIAL ARCHITECTSSM is a locally owned firm which provides advisory services for individuals and businesses throughout the country. As successful individuals and business owners, our clients typically have advisors – accountants, attorneys, insurance or investments professionals. These advisors have helped with a certain level of wealth management planning. Most often, that work has been done on a project by project basis and not as a comprehensive and coordinated whole.
Why then do they hire our team? Simply to identify coordination gaps and opportunities and to take their wealth management planning a higher level. Once we have completed our comprehensive analysis and helped identify our client’s goals and dreams, we work with their other advisors to ensure that everything is specifically addressed and implemented. By properly coordinating a client’s financial planning and depending on the specific set of circumstances, we can preserve a substantial amount of money. Coordination is the key!
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.