A Better Life
We’ve created a comprehensive process that’s specifically designed for families and businesses to better assist them, and secure their future. Our process helps us uncover and solve big and small challenges. Sometimes these are common issues and opportunities, and sometimes they are unique. Just as important is our passion for finding and solving complex problems. We flourish in the details and how to find creative, innovative and effective ways to find efficiencies that extend and expand your wealth horizon.
Our Differentiation is our Process
MONEYTRENDS
Our Services
For Families
Our core focus is helping families explore and implement better strategies and solutions for better wealth outcomes. We’ve worked with many wealthy families and who have complex financial lives, circumstances and strategies..
For Businesses
At MoneyTrends we have business solutions to meet many of the complex needs as noted on this page. Please book a meeting with me to discuss how we can lessen your business risk, fund buy-sell agreements, help with succession planning or establish an employee benefit and retirement plan.
For Investments
Different investors have different investment needs and objectives. We recognize that while you want to grow your investments, you may not have the time or perhaps the expertise to do it on your own.