The Busy Professional

In a global economy with email, smart phones and text messaging, the professional world demands nearly 24/7 connectivity and attention. The lines between work and personal time have blurred to the extent many professionals simply don’t have the time to adequately optimize their personal financial situation. You become complacent until one day you realize your financial future is at stake and want to confirm you are on the right track.

How much will I need to fund my current lifestyle in retirement? Am I on track, and what is my probability of success?

Is my current investment portfolio positioned correctly for my specific situation? Should I consider a Separately Managed Account that is tailored to my needs?

Is my wealth manager working with my tax and estate planner to optimize current taxes and minimize future tax implications?

At Sagace Wealth we have an integrated team of professionals to review your specific situation, recommend a strategy, and regularly review the situation to align with the strategy. We call this a family office or European approach because it is similar to how very wealthy European families integrate a dedicated professional services team to preserve the legacy of family wealth. At Sagace Wealth we employ this strategy for multiple clients, while maintaining attention to detail from an integrated approach.