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Wealth Logistics
PLANNING. STRATEGY. ACTION.

Year-round decision & operational support of your family’s financial responsibilities delivered by your Personal CFO

Why does it matter how I pay for advice?  It’s not just about your investments anymore.  The complexity around managing your financial life has evolved, its time for the Wealth Management industry to do the same. Wealth Logistics is delivered by your Personal CFO via our fixed-dollar annual fee.

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We don’t believe in a “financial plan”.  We believe in financial planning.  Planning is a process.  Your life is changing everyday.  You have decisions to make everyday.  In the financial services world, everyone is an “advisor” or “planner” or “wealth manager”.  With everyone sounding the same, how do you know what you’re really getting?

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You do not need to uproot your existing financial life and accounts to work with us.  First. we get you organized and plug the leaks. Then, we keep you organized via your custom Financial Life Calendar and your SingleView Dashboard.

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Portfolio-based Credit – The good, the bad and the ugly

Groucho Marx famously said…  “I would never want to join a club that would have me as its member” Similarly, banks love nothing more than to lend to borrowers who have no need to borrow. [...]