WE DON'T MAKE PLANS, 

WE MAKE TIME FOR THEM.

YOUR WEALTH IS MORE THAN MONEY.

 

WE CAN MAKE MORE MONEY,

WE CAN'T MAKE MORE TIME.

 

THE POTENTIAL OF PARTNERSHIP

Making the best financial decisions today requires a team approach where accountants and wealth managers collaborate to help their clients achieve success.

This integrated approach is efficient, effective and creates significant value for our clients through collaborative transparency.

ACCOUNTANT

CLIENT VALUE

WEALTH MANAGER

Wealth management isn't simple;

trusted relationships are.

We have built our business on trusted relationships with clients by developing, implementing, and realizing their financial goals for the future.

 

KBH INTEGRATED

WEALTH PLANNING

IF YOU DON'T KNOW WHERE YOU ARE GOING,

HOW WILL YOU KNOW WHEN YOU GET THERE?

OUR WEALTH ENHANCER EXPERIENCE IS A FOUR-STEP PROCESS TO ENSURE YOU ARE MAKING THE BEST USE OF THE RESOURCES YOU HAVE, TO SPEND TIME ENJOYING THE LIFE YOU HAVE EARNED.

CLARITY

WHO ARE YOU TODAY, AND WHERE DO YOU SEE YOURSELF TOMORROW?

These questions focus on your vision for how you want to spend your time now and in the future. The purpose is to create clarity and perspective around your unique goals, relationships and values.

INSIGHT

WHAT ARE THE PIECES OF YOUR FINANCIAL PUZZLE, AND HOW DO THEY FIT TOGETHER?

Your accounting and wealth management advisor work collaboratvly to gather comprehensive information about your past and present to build definitive strategies and solutions for your future.

PARTNERSHIP

WHERE DO WE GO FROM HERE?

We have a conversation, and you make a decision. At this point in the process, we have completed an in-depth analysis of your current financial position, and used these insights to create a comprehensive and strategic plan. The purpose of this meeting is mutual commitment and dedication to meeting and exceeding your goals.

PULSE

WHEN SHOULD I MEET WITH MY PERSONAL WEALTH ADVISOR?

Quarterly. As you evolve and your financial needs change, you may look at your goals in a different light.

Performance assessments and adjustments are necessary to ensure you are on the right track.

WHY DOES THE WEALTH ENHANCER EXPERIENCE GIVE ME MORE TIME TO ENJOY MY WEALTH?

Simply, because we know you.

 

 

 

Throughout our process we have gained complete transparency on the values and goals that matter the most to you.

 

We have learned who you are, what your financial profile looks like, where we need to implement strategies to attain your goals, when you will start enjoying the benefits of KBH integrated wealth management, and why we establish trusted relationships with our clients for long term success.

We're great at what we do, because we care. Your success is our success.

If you have questions regarding our Wealth Enhancer Experience, and would like to have a discussion about how we can help you build more time for your future just let us know.

WHAT IS IMPORTANT TO YOU WHEN BUILDING WEALTH?

 

KBH INTEGRATED

RISK MANAGEMENT

STRATEGIC RISK MANAGEMENT CANNOT BE SIMPLIFIED

IT'S THAT SIMPLE

RISK IS DEFINED AS ANYTHING THAT HAS THE POTENTIAL TO NEGATIVELY AFFECT YOU, YOUR FAMILY, OR YOUR BUSINESS.

RISK MANAGEMENT IS A COMPLEX PROCESS THAT WHEN PROPERLY MANAGED IDENTIFIES WEAKNESS AND CREATES OPPORTUNITY.

OUR RISK OPTIMIZATION PROCESS BRINGS INSIGHT AND CLARITY TO YOUR GOALS AND OBJECTIVES.

IDENTIFY

Insight into the potential risk you face personally and professionally allows us the framework to turn weakness into opportunity. The first step is thoroughly identifying all risk to you, your family, and your businesses.

ASSESS

Clarity into potential risks allows us to independently assess each aspect for weakness or opportunity. In alignment with the Wealth Enhancer Experience, and the collaborative work between your accountant and wealth manager, we ensure we have all of the information required to start strategic planning.

PLAN

Developing strategies that aim to reduce, eliminate and monitor your level of risk is just as important as your goals and objectives for management. In this step we present you with a strategic plan for your unique risk profile, and decide how you would like to manage your risk based on our best practices assessment.

IMPLEMENT

Best practice in risk management is your first step in creating long term solid financial plans for you, your businesses and your family. The implementation of your unique risk management plan will make a significant impact on your weaknesses, and create lasting opportunity through strategic financial planning.

PULSE

RISK IS EVOLUTIONARY. As our lives evolve, so do our weaknesses and opportunities. To ensure we are evolving with you we implement a monitoring profile to re-assess and adjust your risk strategies.

A COMPREHENSIVE RISK ASSESSMENT IS THE FIRST STEP IN CREATING A SOLID FINANCIAL PLAN.

If you have questions regarding Risk Management, and would like to have a discussion about how we can help you take the first step in identifying potential risk and oppertunity, just let us know.

 

KBH INTEGRATED

ASSET MANAGEMENT

AUTHENTIC

DIVERSIFICATION

AN ESSENTIAL

RISK MANAGEMENT CONCEPT

FOR BUILDING A SOLID PORTFOLIO

EVERY INVESTOR NATURALLY UNDERSTANDS THE CONCEPT OF DIVERSIFICATION

It makes sense to ensure your investment eggs aren't all in one basket. Everyone agrees diversification is essential, so it is surprising how few people achieve genuine diversification in their holdings.

THE STANDARD FORMULA FOR DIVERSIFICATION IS WELL KNOWN AND TOO FREQUENTLY ACCEPTED AT FACE VALUE.

It calls for an asset split of 60% stocks and 40% bonds.

 

It's easy for an investment planner to deliver limited diversification by simply tapping into stock and bond markets.

BONDS

STOCKS

AUTHENTIC DIVERSIFICATION BEYOND 60/40

We build diverse investment strategies that take clients beyond the 60/40 traditional Wealth Management perspective.

 

 

Advocating and implementing authentic diversification models

allows our clients greater insulation from market volatility. 

AN EXAMPLE OF A GENUINELY DIVERSIFIED PORTFOLIO MAY INCLUDE:

FIRST MORTGAGES

ALTERNATIVE INVESTMENTS

STOCKS

BONDS

REAL ESTATE

Starting from this much broader view of diversification, we design long-term strategies for you, based on personal needs, aspirations, investment time lines and your vision for the future.

If you have questions regarding Authentic Diversifiction Asset Management, and would like to have a discussion about how we can help you build a diversified portfolio to protect against market volitility just let us know.

THE NEEDS OF HIGH NET WORTH CLIENTS ARE EVOLVING

THE ABILITY TO HAVE CLARITY AND INSIGHT INTO YOUR PORTFOLIO AT YOUR CONVENIENCE, ALLOWS YOU TO ENJOY THE TIME YOU HAVE BEEN GIVEN WITH TRUST AND TRANSPARENCY.

 

BOUTIQUE WEALTH MANAGEMENT HAS DEEP ROOTS IN CLIENT RELATIONSHIPS.

IT IS NOT UNCOMMON FOR WEALTH MANAGERS AND CLIENTS TO DEVELOP GENERATIONAL RELATIONSHIPS AS WE EVOLVE THROUGH LIFE STAGES.

 

WE ARE THERE TO PROVIDE TRUSTED ADVICE AND GUIDANCE AT EVERY STAGE.

WITH TECNOLOGICAL ADVANCEMENTS IN REPORTING, OUR MAIN FOCUS HAS BEEN MAINTAINING TRADITIONAL CLIENT RELATIONSHIPS WHILE INCORPORATING MODERN LUXURIES IN TRANSPARENCY.

WEALTHPOINT WAS THE ANSWER OUR CLIENTS NEEDED.

OUR ASSET MANAGEMENT CLIENTS CAN NOW ACCESS THEIR PRIVATE CLIENT PORTAL FROM ANY DEVICE - ANYTIME.

REALTIME REPORTING WITH RICH AND DYNAMIC VISUALS THAT HAVE CHANGED THE FACE OF CLIENT EXPERIENCE IN WEALTH MANAGEMENT REPORTING, WHILE MAINTAINING THE SAME FOCUS ON TRADITIONAL CLIENT RELATIONSHIPS.

A rich, dynamic and visual portal that brings portfolio and performance data to life. Performance, account values, statements and more are shown in beautiful graphics. Now you can unlock your data with interactive charts and easy to read reports.

INVESTMENT REPORTING

An integrated document vault for advisors and clients to share files. Load important client documents in bulk, post shared files to everyone and share internal documents privately with advisors. Unlimited storage means you'll never have to worry about running out of space.

DOCUMENT CENTRE

MOBILE FRIENDLY

We've designed your experience with modern convenience in mind. WealthPoint is mobile friendly on every device, while providing a simple to use, yet powerful, interface.

The best and quickest path to success is not only having a lifetime dedication to learning, but a commitment to acting.

Tomorrows business leaders will focus on their clients experience - learn and act faster.

DAVID UDY

FOUNDER & PRESIDENT

WEALTHCO

WEALTHPOINT