CUSTOMIZED FINANCIAL PLANNING

FOR FOUNDERS, EXECUTIVES & HIGH NET WORTH FAMILIES

Comprehensive

Academically Sound

Clear

The Dilemma

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


The Problem

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


We care about financial success and know how hard it is to acquire wealth.
No one should have to do it twice.