Nowadays, it is hard to ignore the headline news and some of the biggest topics are consistently the financial markets. Dramatic drops and strong upswings can incite feelings of apprehension and concern. For many, there is excitement when we see our asset values grow but anxiety around not knowing when the next market correction will take place.
Working as an investment consultant for many years, I have worked with thousands of financial advisors and gained a deep knowledge of a wide range of services and investment approaches. Putting this experience into practice, I have started my own firm, Ark Family Wealth, focusing on meeting the family wealth management and financial planning needs of investors. I am associated with a seasoned financial advisor with over two decades of wealth management experience and we operate through LPL Financial (Nasdaq: LPLA), the largest independent broker-dealer in the US (as reported by Financial Planning Magazine, June 1996-2020, based on total revenue).
Ark Family Wealth provides comprehensive financial planning, with a specialized focus on family and generational planning. By building relationships with you and your family, I can help ensure that planning transcends generations, and your legacy is maintained. I leverage the latest technology platforms and applications to help clients understand their overall financial picture, show visually how market events and decisions could impact their situation, identify areas of weakness and uncover opportunities for growth and tax efficiency.
Many of you are already working with a trusted financial advisor or manage your own portfolio and for that, I commend you. One of the best investment approaches to protect yourself as a consumer and investor is to get multiple perspectives through more than one financial advisor or outlet. Having a financial advisor from an Independent Broker-Dealer, such as LPL, allows for independent investment advice and a personalized approach to investment management.
What investment vehicles are most appropriate for your portfolio: mutual funds, ETFs, active stock and bond managers, passive index funds, individual stock and bond positions, structured products, alternative asset classes, model portfolios, separately managed accounts? What about investment managers, fund families, or investment themes that no one is discussing with you? We will always be evaluating the best risk-adjusted opportunities as we contend with the ever-changing dynamics of the markets.
We offer a range of services from individual taxable and non-taxable portfolio management, corporate retirement plan design and administration, business succession planning, transition planning due to divorce or death, philanthropic management, estate planning, educational funding, and guidance on redomiciling your state residency.
It would be an honor to serve you as a client now or in the future or be referred to any of your family members or friends. I am excited to pursue this journey and hope to speak with you soon. Please feel free to reach out at any time.