Active Wealth to secure yours

Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment

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Our Active Wealth approach drives success

Active Wealth's five practices support long-term financial success with the potential to increase wealth accumulation by up to 5.2% on an annualized basis1.

Five Active Wealth practices to ensure
lasting wealth

Invest

Optimize growth by staying in the market with the right investment strategy, and if needed, manage concentration risk.

Spend

Understand the impact of personal spending and develop a spending strategy.

Manage

Minimize the impact of all costs, but especially the cost and drag of taxes.

Borrow

Establish a customized strategy for using leverage.

Protect

Secure assets and legacy against unintended consequences.

Good advice is more valuable than ever

Strategy

The Estate Tax Drill-Down

In Partnership With WSJ. Custom Content

Being proactive about estate planning can uncover a wealth of opportunities for tax efficiency.

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Strategy

Developing a Spending Strategy

In Partnership With WSJ. Custom Content

Having a firm grasp of your financial assets shouldn't stop at the other side of the ledger.

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1. For illustrative purposes only. Does not represent actual client results. 1 The Average Investor Value of $43m is derived by growing a $20m portfolio by 3.9% per year for 20 years. 3.9% is the average return experienced by mutual fund investors, as calculated by Dalbar in their 2018 report. The Active Wealth Value of $69.2m was calculated by adding the Active Wealth Alpha of 2.5% to the Average Investors 3.9% return and applying this growth rate of 6.4% to a $20m portfolio for 20 years.