Why Agile Wealth Partners?
All firms are not created equal...
Independent FIDUCIARY
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We've created an environment that allows us to provide the best advice and solutions. We are legally bound to work in your best interest. Yes we signed up for this!
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DEDICATED TEAM
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We have made a commitment to Partner with a select group of clients, and the entire team assists them on a comprehensive basis by providing Boutique Family Wealth services.
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ADVANCED PLANNING EXPERTISE
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Our experience, expertise and diverse specialties allow us to bring institutional services to our clients, which enhances our ability to offer advanced planning strategies.
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AGILE MANAGEMENT
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We use a tactical asset management strategy. An evidenced based Core alongside the ability to shift in favorable / unfavorable circumstances. Always looking for opportunities across all assets.
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Our Agile Planning approach:
- Behavior based.
- Priority driven.
- A continuous plan.
Agility is the ability to change position rapidly and accurately without losing balance.
How do we maintain balance? Everyone's needs and situations are different; there are no two clients alike. So we treat you as a unique individual: we listen, we analyze, then together we create simple, clearly defined solutions tailored to your specific needs, so that you can become financially independent.
Agile planning is a proprietary collaborative process called The Agile Wealth Plan...
This process breaks down your plan into manageable steps that are continuously updated and monitored. This creates a proactive, flexible, highly communicative environment that allows us to focus on your priorities and puts you in position to be better off when unexpected events and issues arise throughout your journey.
Agile planning is a proprietary collaborative process called The Agile Wealth Plan...
This process breaks down your plan into manageable steps that are continuously updated and monitored. This creates a proactive, flexible, highly communicative environment that allows us to focus on your priorities and puts you in position to be better off when unexpected events and issues arise throughout your journey.
Boutique Family Wealth Services:
Fee based advisors partnering with clients transitioning to their next chapter in life.
Fee based advisors partnering with clients transitioning to their next chapter in life.
Health Wellness Planning
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Financial Organization
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Investment Management
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Trustworthy established partners and service providers we rely on for the best client experience:
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Why should Financial Independence be the goal?
Financial independence is when your resources and mindset align allowing you true comfort and choice. Knowing you are on track to meet your long term goals allows you the ability to experience and pursue things such as starting your own business, traveling the world, exploring a passion of yours , creating a charity, and increasing time with family and friends.
The difference between Independence and retirement is significant. Independence means you have the freedom to choose how you live your retirement. That doesn't just mean stability during the latter years of life, it means choice, clarity, and control. This is our goal for you.
"Retirement" is changing...
Financial independence is when your resources and mindset align allowing you true comfort and choice. Knowing you are on track to meet your long term goals allows you the ability to experience and pursue things such as starting your own business, traveling the world, exploring a passion of yours , creating a charity, and increasing time with family and friends.
The difference between Independence and retirement is significant. Independence means you have the freedom to choose how you live your retirement. That doesn't just mean stability during the latter years of life, it means choice, clarity, and control. This is our goal for you.
"Retirement" is changing...
Many of our clients have never used a dedicated planner to oversee their planning, so why change now?
Guidance: A partner is a true guide, and as you transition you will have 100's of choices and questions to answer, so we are here to guide you through emotional and logic based decisions.
Educate: Our partners are dedicated to educate our select clients so that they can learn why we make the choices we do and create a sense of conviction surrounding those choices.
Coach: The most successful people hire coaches for thousands of dollars; as your Partner we create accountability, optimistic outlook and the edge needed to take advantage of opportunities.
Organize: Organization alone -- in regards to using tools to map out the big picture -- gives our clients clarity, lower stress and efficiency.
Filter: There is so much information and noise out there that it's actually overkill in the wrong direction. You can rely on us to present the pertinent information and to help keep your head clear!
Counsel: After we filter we have a unique perspective to take the filtered information and bring it back to your situation, clear the noise and focus on your values to help with big decisions.
Proactivity: Taking your personal situation into account we use our experience and past discussions to proactively alert and prepare for upcoming events and issues in your life.
Our expectations when working with a new client:
1. A true partner, with dual understanding; when you need something we provide it, and when we need something to help you it is reciprocated.
2. We both agree there is an actual need for our high touch fiduciary fee-based planning and investment process, and you are excited and eager to work on your wealth.
We are your Partner because it takes more than one. More than just us, more than just you!
Guidance: A partner is a true guide, and as you transition you will have 100's of choices and questions to answer, so we are here to guide you through emotional and logic based decisions.
Educate: Our partners are dedicated to educate our select clients so that they can learn why we make the choices we do and create a sense of conviction surrounding those choices.
Coach: The most successful people hire coaches for thousands of dollars; as your Partner we create accountability, optimistic outlook and the edge needed to take advantage of opportunities.
Organize: Organization alone -- in regards to using tools to map out the big picture -- gives our clients clarity, lower stress and efficiency.
Filter: There is so much information and noise out there that it's actually overkill in the wrong direction. You can rely on us to present the pertinent information and to help keep your head clear!
Counsel: After we filter we have a unique perspective to take the filtered information and bring it back to your situation, clear the noise and focus on your values to help with big decisions.
Proactivity: Taking your personal situation into account we use our experience and past discussions to proactively alert and prepare for upcoming events and issues in your life.
Our expectations when working with a new client:
1. A true partner, with dual understanding; when you need something we provide it, and when we need something to help you it is reciprocated.
2. We both agree there is an actual need for our high touch fiduciary fee-based planning and investment process, and you are excited and eager to work on your wealth.
We are your Partner because it takes more than one. More than just us, more than just you!
Investment advisory services performed by Agile Wealth LLC. a registered investment adviser in the state of Michigan. The adviser may transact
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
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