“Being rich is having money; being wealthy is having time.” - Margaret Bonanno
Exclusive Cash Protection up to $25 Million in FDIC Insurance
Clients can access up to $25 Million in FDIC insurance through our StoneCastle partnership
Exclusive Boutique Specialized Investment Team
Clients can access boutique investment specialists through our CNR partnership
Complimentary Estate Documents & Monitoring
Clients benefit from dynamically updated estate plans via our Wealth.com partnership
Exclusive Access to Federally Insured Cash Account up to $25 Million FDIC Insurance
We collaborate with StoneCastle, a leading provider of funding and liquidity for banks in the U.S. that connects institutional investors and wealth managers with the $3 trillion community banking industry, to provide you with a high yield cash management solution with up to $25 million in FDIC protection per tax ID. This is helpful for clients experiencing:
- Liquidity event such as the sale of your home, business, or large asset
- Inheritance or lump sum pay package
- Business owners or individuals with high liquidity needs
Exclusive Access to Boutique Investment Management Specialists
We can collaborate with City National Rochdale (CNR), a boutique investment management firm catering exclusively to RIAs, to provide you with a highly personalized portfolio and dedicated portfolio manager. This includes experts in transitioning large assets from business sale or significant concentration of individual stock (i.e. RSUs).
Complimentary Estate Documents & Snapshot
In partnership with Wealth.com, a comprehensive digital estate planning solution, our clients can create and maintain their estate planning documents at no cost while a client of Investably, powered by Wealth.com.
A Holistic Wealth Management Experience
Discover Your PlanAlign your money to your vision, purpose and goals, and determine the action steps needed.
Put Your Plan in PlaceImplement your plan and investment strategy that supports your needs, goals, and life you want to achieve. Learn More.
Actively Manage PlanHigh-touch client experience guiding you to stay on track, accountable, and aligned with what matters most to you. Learn More.
Get a complimentary personalized Financial Wellness Score Report.