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Wealth Architects, LLC

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Wealth Architects, LLC

Overview:

Planning Philosophy We believe that every successful endeavor in life begins with a vision and a plan to achieve it. Planning your future matters and that's why we spend so much time upfront in getting to know you and understanding your life goals.

Blueprints for Building Wealth Just as you would build your dream house with the expertise of an architect and a professionally designed blueprint, we believe the best way to build truly lasting wealth is with a professionally designed plan - a Strategic Financial Blueprint - designed by one of our wealth architects.

Whether your goal is sending your children to college, growing your business, planning your ideal retirement, or giving something meaningful back to your community, we design a customized Strategic Financial Blueprint that reflects what's most important to you and that can adapt to the changing requirements of your life.
Investment Philosophy
We believe our primary investment goal is to build lasting wealth for you. We believe that consistent, long-term results matter and our investment philosophy is guided by these core beliefs.

Long-term ApproachWe believe that being an owner of equities is the most effective way to build lasting wealth over the long-run. We take a disciplined, long-term approach to all of our investment decisions and help you achieve your financial objectives by managing your assets to be consistent with your specific time horizons and goals.

Capital PreservationWe believe our job is to keep you wealthy. We build lasting wealth by identifying short and long-term risks and designing strategic portfolios to prudently manage these risks in order to preserve your capital today and grow your assets in the future.

Controlling the Impact of Expenses, Taxes and InflationWe believe that the biggest enemies to your portfolio and wealth over time are the negative impact of expenses, taxes, and inflation. We are committed to eliminating unnecessary investment costs and identifying tax savings strategies that can significantly improve the chances of the success of your long-term financial plan.

Global DiversificationWe believe that effective asset allocation is the most important determinant of a portfolio's risk and return over time. To capture your fair share of the wealth created in the world markets over the long-term, we design globally diversified portfolios that cover the major asset classes of domestic and international equities, cash, fixed income, and real estate.

Independent ThinkingWe believe that the most effective investment approach is through independent, objective thinking. Our open-architecture process and compensation structure allow us to look for best-in-class investments to meet your needs. We provide full transparency of costs and have no incentive to purchase investments because of fee sharing arrangements.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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