Mindful Wealth LLC is a Registered Investment Advisor founded on the core principle of being a fiduciary. Simply stated, Mindful Wealth LLC puts the best interests of our clients first.
MISSION | VISION | VALUES
Mindful Wealth LLC provides comprehensive planning, balance sheet creation, investment analysis and thoughtful advice, resulting in financial clarity for our clients. We are fully transparent with no conflicts of interest and we are always available to address important life events. Clients come first, as we are passionate about our thorough approach and sound guidance, all while adhering to the confidential nature of our relationships.
OUR APPROACH
Our comprehensive approach is designed to meet each client’s personal goals and objectives. Whether you are looking for advice on retirement, investments, education, philanthropy, or multi-generational planning, we have the resources to meet your needs and the desire to make a difference in your life. We ask thoughtful questions and we listen closely to what is most important to you.
CUSTOMIZED SOLUTIONS TO MEET YOUR GOALS
Trust and Estate Planning
One of the most overlooked and difficult elements of a financial plan is estate planning. Estate planning can be used to eliminate uncertainty over the administration of one's assets and maximize the benefits to designated heirs. Ensuring that financial assets are properly titled will significantly contribute to the long-term success of prudent planning.
investing
Portfolio construction is the simplest form of liquidity and risk management. Having a thorough understanding of all of your marketable securities as well as alternative assets will allow for a properly constructed portfolio. Additionally, we have extensive experience in sourcing unique private investment ideas as well as the ability to evaluate the opportunities you are presented from others.
Retirement Planning
With the uncertainty and income shortfall of Social Security, it has become more important than ever to save and plan for retirement. Life expectancy has increased substantially over the last 70 years. Accordingly, saving for retirement should be a priority rather than an afterthought. Optimizing how retirement funds are withdrawn is an important factor in your overall plan.
MULTI-FAMILY OFFICE
No two families or family offices are alike, what works for one family may not work for another. We evaluate what you own, how you own it, and determine if your holdings are consistent with your objectives. We want to understand your family’s perspectives around investing, estate planning, philanthropy and more. Additionally, we provide executive consulting services to address the both the future and ongoing needs of your family structure.
balance sheet creation
Many clients have multiple providers and have invested in an eclectic mix of assets over time. Making sense of these investments can be challenging. We help clients maintain their entire personal balance sheet, which provides an up to date inventory and ultimately, better and more informed decision making.
philanthropy
We can help you align your giving with your values. Choose between a simple structure or private foundation and execute on your strategic plan so you can be inspired by the legacy you are creating. We can also utilize your philanthropic strategy to educate your children and future generations on responsible investing.
We are here to help you with customized solutions as wealth often comes with added complexity.
