Financial Architects, Inc.
Financial Architects (“FA”) provides comprehensive financial planning solutions analyzing a client’s overall financial picture; including tax planning, investment management, & insurance. The firm works in a team approach with CPAs, attorneys, & other professionals.
It May Be Time for a Financial Checkup
How to Retire Early
FA has a focus on tax strategy as that is often the single largest impediment to growing net worth. FA’s strategies help their clients to reduce their tax footprint & to keep more of their own money. Whether the tax liability comes from a business, a salary, or the sale of an asset such as a closely held business or real estate, FA can help.
FAs investment management services use asset allocation strategies following Yale University Endowment Model (developed by David Swenson & Dean Takahashi), allocating assets not only to stocks & bonds, but to the total investable landscape globally. The endowment model builds on the application of modern portfolio theory where investors are not limited to the liquid markets, but can invest into alternative investments. These investments, often with limited or no liquidity, are typically less correlated to the stock and bond markets, allowing for a potentially higher degree of diversification.
Please note that there are special rules & risks associated with alternative investments & not every investor will be eligible or suitable to invest in alternative investments. Many alternative investments place limitations on who may purchase them based a person's income & assets & some may only be available to accredited investors. Alternative Investments often include a high degree of risk.
Chief Relationships Officer
(626) 844-1190 x101
Wealth Building and Tax Mitigation Team
Chief Investment Officer
(626) 844-1190 x103
Advisory Board Chair