"Investably differs from other advisory firms in that we support you with most areas of your wealth journey and offer our clients a more holistic wealth management experience than just investments."
- Michelle gordon
Taking Holistic Wealth Advisory to a New Level
Serving You with an integrated wealth management approach
You live an active busy life between your family life, business, or profession and more interesting pursuits. You want a fiduciary that goes beyond just investments to help you address greater complexities and bring your financial life together.
A 2021 wealth study from Spectrem Group reflects the disparity in wealth management services clients expect versus what they actually receive from their financial professionals.
| SERVICES HIGH-NET-WORTH CLIENTS EXPECT |
| ||||
|
|
|
SERVICES EXPECTED |
|
SERVICES RECEIVED |
Investably Provides
|
| Wealth Transfer Advice | 93% |
| |||
| 17% | |||||
| Financial Planning | 92% |
| |||
| 59% | |||||
| Investment Management | 92% |
| |||
| 73% | |||||
| Estate Planning Advice | 91% |
| |||
| 22% | |||||
| Trust Services | 90% |
| |||
| 12% | |||||
| Tax Planning Advice | 89% |
| |||
| 25% | |||||
| Non-Liquid Asset Management | 87% |
| |||
| 3% | |||||
| Charitable/Philanthropic Planning | 87% |
| |||
| 6% | |||||
| Loan and Credit Management | 84% |
| |||
| 4% | |||||
| Long-Term Care Insurance Advice | 83% |
| |||
| 10% | |||||
| Educational Financing Advice | 82% |
| |||
| 6% | |||||
| Business Succession Planning | 80% |
| |||
| 2% | |||||
| Real Estate Advice | 77% |
| |||
| 5% | |||||
| Banking Services | 76% |
| |||
| 26% | |||||
| Life Insurance Advice | 76% |
| |||
| 11% | |||||
| Property and Casualty Insurance Advice | 70% |
| |||
| 3% | |||||
| Health Insurance Advice | 65% |
| |||
| 6% | |||||
Source: Spectrum Group; Wealth Management Redefined 2021
The Investably Difference is that we go beyond just investments to provide you a more holistic wealth management experience and supports you in ALL 17 SERVICES of your wealth journey, highlighted in the 2021 Spectrem Group study, Plus:
Deep Bench of Expertise
With my 16+ years of award-winning experience and ETF expertise serving at the helm of your relationship and my established partnerships with industry-leading specialist teams, we provide you with an integrated wealth client experience. Including specialists to support you on greater complexities:
- Business Valuation Enhancements and Succession Planning
- Charitable Gift Planning Case Design
- Retirement Income Protection Case Design
- High net worth investment solutions from investment teams such as Buckingham, SEI, or model portfolios from Altruist, Goldman Sachs, J.P. Morgan, Altruist, Blackrock, and more
- Institutional Cash Solutions from Flourish Cash & StoneCastle for high-yielding cash savings and increased FDIC protection
- Direct Indexing Solution from the investment team at Altruist
- Security-backed (SBLOC) loan case design to support big life purchases
Award-Winning Technology
- We use a best-of-breed approach and make meaningful investments into adopting award-winning technology that either helps us provide you a better client experience or helps us better serve you with benefits:
- Ability to integrate Your 401K/403b Workplace Plans into your wealth strategy
- Complimentary access to create foundational estate planning documents, powered by Award-winning Platform (saving you $5K-10K in attorney fees)
- Complimentary access to Intregrated Wealth Building Habits and Education for Your Next Generation under 25
- Specialized retirement income planning to address the macro and micro challenges of a creating sustainable comfortable retirement
High-Touch Service
- No more chasing your advisors!
- With Investably, we form close client relationships and focus on providing a high-touch client experience for our ongoing advisory clients via meetings, check-ins, and educational information.
- Weekly, Monthly Quarterly Market Insights
- Regularly Scheduled Meetings
- Ad-hoc as needed Meetings
- Educational Webinars
- Regular Check-ins
- Personal Wealth Dashboard
Taking care of those who need you most requires you taking care of yourself first.
Design | Build | Protect
An Evidence-Driven Approach to Wealth Management
