Who Benefits Most From Our Wealth Advisory Services
While our clients consist of a diverse array of successful families and business owners, they typically share a few things in common:
- The desire to organize, simplify, and improve the efficiency of their financial picture
- A need to offload some of the responsibility associated with effectively managing aspects of their financial well-being, given limits on their time, desire, or knowledge base
- An appreciation for working with fiduciary advisors and CFP® professionals
- Humble by nature
Common Characteristics of Our Clients
Family Net Worth of $1M to $50M
We work best with families who have saved well for their future and need more expertise in managing their finances.
Investment Portfolio Worth $1M to $30M
We help you and your family manage your investments with plans personalized just for you.
Subject to High Income and/or Estate Tax Rates
We specialize in helping our clients understand and plan for their taxes more efficiently.
General Investment Experience
We work with clients with experience owning common types of investments such as Mutual Funds, ETFs, Stocks, Bonds, etc.
The Top 5 Reasons Clients Come to Us
- To organize and simplify their financial lives
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- To save time and reduce the stress associated with financial decisions
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- For help making smart decisions with their resources in order to appropriately manage their wealth
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- To potentially reduce taxes: minimize their lifetime and estate tax bills
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- To fund their current lifestyle and future legacy
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Clients That Are the Best Fit for Us
- AGE 40-65
- NET WORTH $1M+
- INVESTABLE ASSETS $1M+
You’re a hard-working professional who has perhaps worked with financial planners in the past. But you know you need more—you want an advisor who will be proactive, act in your best interest, and isn’t driven by commission.
“I’m at that point in life where I need a financial advisor who can help me with the big picture and ensure I’m on the right path.”
“I want an advisor who can give me financial confidence.”
“I want to make sure my family has the financial security to weather whatever storms come their way.”
“I don’t even know where to begin. I’m so overwhelmed.”
“I’m at that point in life where I need a financial advisor who can help me with the big picture and ensure I’m on the right path.”
The Career Professional
AGE 40-65
NET WORTH $1M+
INVESTABLE ASSETS $1M+
You’re a hard-working professional who has perhaps worked with financial planners in the past. But you know you need more—you want an advisor who will be proactive, act in your best interest, and isn’t driven by commission.
About Shared Vision Wealth Group
At Shared Vision Wealth Group, our objectives are aligned with yours, and we always act in your best interest. Trust is the foundation of an impactful, long-lasting relationship between you and your financial advisor, and we value your faith in us as your wealth management firm of choice.
Our Clients
Successful households (and business owners) looking for a solid plan for their financial future turn to us.
Our Approach
It’s all about you and your financial goals—we listen and get to know you, then deliver a customized experience.
Our Team
When you hire us, you get access to highly-skilled financial experts with proven track records.
Take Control of Your Future Today
If you’re ready to work with a financial planning firm that will truly understand you and your goals and create a tailored plan, let’s get started.
