We begin by asking questions to understand more about you and your financial objectives.
WHAT IS YOUR LIFESTYLE?
Our mission is to help you maintain or improve it.
YOUR CHOSEN LIFESTYLE
At Arthur Morris Lifestyle Wealth Management, our objective is to help you maintain or improve your lifestyle through careful financial planning and investment management focused on protection as well as growth. Whether you prefer to travel the world, 5th wheel across America, or stay put managing the family farm, no matter what your desired lifestyle is your unique dreams and aspirations are our guideposts.
YOUR CHOSEN LIFESTYLE
At Arthur Morris Lifestyle Wealth Management, our objective is to help you maintain or improve your lifestyle through careful financial planning and investment management focused on protection as well as growth. Whether you prefer to travel the world, 5th wheel across America, or stay put managing the family farm, no matter what your desired lifestyle is your unique dreams and aspirations are our guideposts.
YOU ARE AN INDIVIDUAL
Every individual has their own DNA. Especially with ultra-high-net-worth, high-net-worth investors, and institutions, a cookie-cutter approach simply will not do. That’s why we never use model portfolios—each plan we design and manage is as different as each one of our clients’ lifestyles. We are proactive in using investment solutions designed for growth and asset protection regardless of market conditions.
IN-DEPTH RELATIONSHIPS
It usually takes from three to six months for us to understand your goals and unique situation well enough that we invite you to become our client for the long term. We believe in long-term, close partnerships with your best interests at the forefront at all times. Our desire is to meet and exceed your expectations in terms of financial results, premier service, knowledge, and integrity.
OUR PROCESS
Understanding Your Financial Objectives
Developing Strategies
Next, we analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies.
Implementing Solutions
Using the identified strategies, we develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.
Providing Timely, Ongoing Service
We regularly review your situation to help ensure your financial objectives are being met.
MEET THE TEAM
WHAT WE DO
- Asset Protection
- Investment Banking / IPOs
- Multigenerational Wealth
- Succession and Exit Planning
- Asset Allocation
- Custom Portfolio Management
- Retirement Planning
- Endowment Funds
- Tax-Advantaged Insurance
- Wealth Transfer
- Proactive Investment Solutions
- Risk Management
- Tax Strategies
- High-Net-Worth Strategies
- Estates & Endowments
