Holistic Wealth Advisory
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The act of teaching knowledge to others and the act of receiving knowledge from someone else
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The process of uniting or making whole
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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.
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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.
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Simplifying Complexity
Our team takes the administrative burden off you to simplify your life. We manage details, execution and streamline information.
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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.