Services
Our Services
Client Engagement
We believe your wealth liberates you to live your best life. We seek to understand “the why” of your life’s goals: the people you love, the passions you savor and the purpose you desire. We also will explore your concerns and dive deep into the personal values you wish to reflect in your investments.
Financial Planning
We jointly identify your key priorities that require capital and well as essential and discretionary spending. We then assess and measure the entire household capital base including residences, private businesses, human capital, investment portfolios, retirement accounts, alternative investments, vessels, aircraft, etc.
Investment Strategy
Our investment philosophy centers on an “All Seasons” approach that offers resiliency across a wide variety of economic environments and a relentless focus on after tax results. We then leverage our network of institutional asset managers to access cost effective investment strategies and differentiated opportunities.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@flatrockwealth.com | 949 687 2615