Holistic Wealth Advisory

  • The act of teaching knowledge to others and the act of receiving knowledge from someone else

  • The process of uniting or making whole

  • The interaction of elements that when combined produce a total effect that is greater than the sum of the individual elements

Our Approach

The needs of wealthy individuals and families significantly differ from those of other investors. Mainstream fosters an environment where your family thrives from our tailored service and insight into family dynamics.

Multidisciplinary Focus

To create a holistic wealth management plan, we consider all aspects of your financial situation.

• Collaboration with trust & estate attorney

• Coordination with accountants to create efficient tax strategies.

• Philanthropic solutions to facilitate charitable goals

• Wealth management and investment strategy education.

• Solutions on financing, insurance, real estate, and other special interests

  • Collaborative Communication

    We understand the core values that drive your decisions and develop strategies that are in harmony with your lifestyles. Working with your other advisors (i.e., attorneys, CPA’s, business associates, family members, etc.) we orchestrate a synchronized approach to wealth management.

  • Simplifying Complexity

    Our team takes the administrative burden off you to simplify your life. We manage details, execution and streamline information.

  • Multigenerational Council

    We prepare and empower each family member according to their needs, across generations, to ensure the continuity of your family’s core values.