About The Financial Architects
THE FINANCIAL ARCHITECTSSM is a locally owned firm which provides financial 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 financial planning opportunities and to take their wealth management to a higher level. Once we have completed our comprehensive analysis and helped identify our client’s goals, 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 may be able to preserve a substantial amount of our clients’ hard-earned wealth. Coordination is the key!