“…They invent. They imagine. They heal. They explore. They create. They inspire. They push the human race forward….”
As a Private Wealth Management firm, we are pushing the status quo.
We are an accomplished team with vast “big firm” experience that have come together to imagine a new idea.
A truly CLIENT-FIRST wealth management solution.
We focus on each client’s unique structure and philosophy of money. We then build and execute, along side their current tax and financial advisors, a plan to maximize returns and minimize tax.
Our independence allows us to source only the best solutions on asset management, tax, financial planning and credit.
Welcome to The Wealth Council Financial
“…Because the ones who are crazy enough to think that they can change the world, are the ones who do.”
- Jack Kerouac
COMMITTED TO YOUR FINANCIAL PEACE OF MIND
TAX OPTIMIZATION & STRUCTURING
Every business and investment has its own unique tax treatment. We ensure these streams are optimized to maximize after-tax cash flow.
RISK & INSURANCE STRATEGIES
Insurance should be a living benefit, not just something you leave behind. If making insurances deposits is something you hate doing, you are not doing it right. We can show you how to make insurance decisions that benefit you.
Insurance Strategies Provided by:
We curate custom portfolios to meet your investment goals. As an independent office, we are free to choose the best-in-class managers and securities to meet your needs without the pressure of a bank mandate.
CREDIT SOLUTIONS & NEGOTIATION
Financing your strategies can be overwhelming with so many options to choose from. We will champion for you by partnering with the financial institution that works hard to earn your business.
DISCOVER THE TWC DIFFERENCE
WE ACT IN YOUR BEST INTEREST AT ALL TIMES.
As a truly independent wealth manager, we are free to select the best partners without pressure to sell proprietary products.
Our boutique model provides the flexibility to meet your specific needs without limitations prescribed by a corporate mandate.
WE ALIGN OUR FEES WITH YOUR SUCCESS.
We know our clients as people, not statistics. This allows us to build long-term relationships based on trust and service.
Your satisfaction is our success metric—no sales targets or transaction volume incentives.
WE FOCUS ON YOUR DEFINITION OF SUCCESS.
We’re passionate about providing you the most pertinent solutions, executed at the highest standards.
When it comes to delivering on our promise, we are relentless in sourcing outstanding partners to work with us in achieving outstanding results.