Building Wealth That Lasts for More Than a Lifetime
The choices you make about your money don’t just affect you—or at least they don’t have to. By concentrating on multi-generational planning, we collaborate with you to create a bigger vision for your family’s future.
At Island Wealth, we believe in planning beyond your lifetime. We do this by staying focused on the big picture and having a long-term mindset. There are many advisors who say they can manage your money and investments. At Island Wealth, we don’t start there because we believe it starts with what is important to you. That is why we begin every relationship with a financial plan.
Building long term relationships with you and your family is what we do. Our goal is to make a positive impact on the lives of the families we work with. Our philosophy is centered around family values and this is what makes us unique.
Unlike many advisors in our industry, our clients are not just a number. We care about them like family. Our clients are just nice people, who above all else, have strong family values. They know that their vision provides a sense of purpose and clarity to the decision-making process. They seek stability and want certainty in the volatile and chaotic world we live in.
Our clients are collaborators (not do-it-yourselfers) because we agree doing it together is a better approach.
From the very beginning, we made a commitment to focus our efforts on serving a finite number of families. This is a select group of people who not only appreciate our approach and philosophy, but value the high level of personal service we seek to provide.
It is extremely important that everyone on our team understand your family’s values, needs and goals. Over the years, we’ve noticed that a commitment to personalized service has become increasingly rare—not just in our industry but in the world we live in. By design, we limit the number of new clients we take on each year to ensure we have the capacity to perform at our highest level and be responsive to everyone’s needs. Our process utilizes a team approach because we believe that collaboration drives our best thinking.
Are we a fit?
If this resonates with you, please contact us because we might be right for you and you might be right for us!