Our Approach

Alternativ Wealth strives to simplify our clients’ lives.

Our approach begins with you. Through a unified approach, we aim to provide our clients the ultimate benefit: peace of mind and freedom to focus on what truly matters. We give you back your most valuable asset: time.

Tell Us About Your Financial Life and Aspirations

Your experience begins with identifying your financial vision for the future, risk tolerance levels, and family office needs. We review our investment philosophy and holistic wealth approach with you so that you fully understand each milestone of our process and how our relationship evolves over time.

Discuss Topics Crucial to Your Financial Well-being

Wealth is an ongoing and ever-evolving process, and we’re with you every step of the way. We can review your estate planning, tax minimization, risk management needs, and more. We can also focus on specific scenarios, such as retirement accumulation or distribution planning, and identify other items crucial to your financial success.

Develop a Strategic Plan Unique to You

Once we’ve built a plan and identified a mix of products for your situation, we’ll put together a strategic implementation plan that will coordinate investment of your portfolio and executing on the financial well-being strategies we’ve jointly identified.

Putting Your Plan Into Action

We establish your Alternativ Wealth account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Alternativ Wealth account now in place, we will introduce you to the broader team who will help you achieve your financial goals.

Review Goals and Plans When Your Life Changes

You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Much of what we do is client-driven, based on what you’re looking to achieve out of this relationship, but we also reach out throughout the year when there are opportunities for us to enhance your existing financial well-being.

Diversify with Private Markets

We’ve cultivated relationships and expertise in private investments, availing unique opportunities to our clients outside of traditional asset classes, opportunities historically only available to institutional investors. Our team constantly explores a wide range of unique investment opportunities. We find private investments can offer more compelling risk/reward and volatility characteristics than a portfolio consisting of only stocks and bonds.

“To reach your financial goals, choose wisely, diversify widely”
“Public markets constitute only ~1% of all firms in the USA. Yet private markets have historically been unavailable to wealth advisory clients.”

Employ a Hybrid, Integrated Approach

Our broad public and private asset management strategies are combined to create a complementary and integrated portfolio. We access well-respected external investment managers to complement our work with additional diversification, insight, and expertise. This wide range of investment options supports the customization necessary to satisfy individual client needs.