CUSTOMIZED FINANCIAL PLANNING
FOR FOUNDERS, EXECUTIVES & HIGH NET WORTH FAMILIES
- COMPREHENSIVE
- ACADEMICALLY SOUND
- CLEAR
The Problem
As wealth accumulates, one becomes more exposed to the financial pitfalls that stand to destroy that wealth
The number of decisions that must be made each day, month and year continually increase
Each decision progressively becomes more complex and confusing
The cost of a wrong decision can be life altering
Do you have the time to adequately conduct the necessary research and analysis to make your many financial decisions?
Do you have the experience and financial education needed to feel confident in those decisions?
Do you have the tools and technology necessary to increase the speed of the decision-making process and validate the accuracy of the decisions made?
Do you have a team to ensure decisions are implemented and carried out as intended?
Drive Wealth Advisers is a fee based, SEC registered investment advisory firm providing fiduciary guidance to business founders, executives and high net worth families.
Drive Wealth was established with the purpose to advise wealth creators and high net worth families through the continually confusing labyrinth of financial decisions. In working side by side with our clients, we have found them to be relentlessly driven in their occupations and life’s pursuits. We are equally driven in our passion to deliver elite wealth planning and investment advice. This noticeably driven quality shared by those we serve and our firm was the premise for the name Drive Wealth Advisers. The team’s extensive experience helping individuals and families with complex financial issues gives us an innovative and seasoned perspective to solving problems.
What We Do
Drive Wealth Advisers build and maintain customized comprehensive financial plans. These plans address and solve dilemmas those with large balance sheets and complex estates face throughout their life. Plans are comprised of 3 main categories:
Wealth Planning
Investment Planning
Relationship Planning
Process
Drive Wealth’s team of CFP®, CFA & CPA professionals use the following planning process:
Understand In the initial consultation with a Drive Wealth adviser we communicate financial goals, determine the scope of planning needs and gather pertinent financial information
Analyze Drive’s team will conduct a comprehensive analysis indicating which ‘financial pitfalls’ you are currently exposed to along with the financial impact of each of those problem areas
Implement Appropriate solutions are identified and implemented to improve inefficiencies and ensure the realization of your planning objectives
Monitor Continual oversight, reporting and recalibration is conducted by Drive Wealth Advisers so planning objectives stay on course
Package
As a Drive Wealth Adviser client, you’ll receive:
Access to your personal aggregated financial dashboard and interactive planning tools
Frequent review meetings and communication based upon your needs
Periodic consolidated performance and progress reports
Opportunities to attend events and workshops with other investors
Promise
Confidentiality and non-disclosure of any and all personal information
We abide by the fiduciary standard, striving to always do what is in your best interest
We do not receive commissions for the placement of investments