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After decades of growing the portfolios of our private wealth clients, we are seeing new clients come to us with a need for financial planning and asset management to reach their goals. Our approach is tailored to you, if you need us for a specific life goal or a lifetime.
When we started Advisors360, we made the conscious decision to limit the number of clients we serve. Our Private Wealth clients come to us with $500,000 or more in assets to be managed. Our holistic approach to managing disparate assets is to create a portfolio whose cash flows will meet the needs of the client and their loved ones.
We understand that not everyone may be ready for the full suite of services in our Private Wealth practice. Still, passages of life (aging parents, death, divorce, etc.) call for a solid financial plan and a trusted advisor. Learn more about how we can help you plan to care for the aging, in the event of widowhood or divorce, or a life event-based financial plan can work for you.
Caring for aging parents is something most people do not give serious thought to until circumstances require immediate action. A conversation about the need for elevated levels of care, (what will happen and how it will be paid for), can be one of the hardest conversations between parent and child.
The end of a marriage by divorce or death of a spouse, can be the biggest financial disruptions of your life. After losing someone your life had been intertwined with, you must sort out your finances and emerge with a plan that will allow you to thrive.
A once in a lifetime event can require a life-long financial plan.
Life can happen to you, or you can make life happen for you. Either way, some events need a financial strategy that will help you make sense of where you are and where you go from here.
Caring for aging parents is something most people do not give serious thought to until circumstances require immediate action.
The end of a marriage by divorce or death of a spouse, can be the biggest financial disruptions of your life.
A once in a lifetime event can require a life-long financial plan. Life can happen to you, or you can make life happen for you.
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors360, Advisors360 & Western Financial.
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
The companies listed on the website including Schwab, Interactive Brokers, Envestnet, Asset-Map, Money Guide Pro, Nitrogen, Elements, Capital Advisors360, Quantifiable Edges LLC, and Heritage Capital LLC are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.