The Journey
The Journey
The Journey
The Journey
The Journey

THE FINANCIAL ARCHITECTSSM is a locally owned firm which provides advisory services for individuals and businesses throughout the country. As successful individuals and business owners, our clients typically have advisors - accountants, attorneys, insurance or investments professionals. These advisors have helped with a certain level of wealth management planning. Most often, that work has been done on a project by project basis and not as a comprehensive and coordinated whole.

Why then do they hire our team? Simply to identify coordination gaps and opportunities and to take their wealth management planning a higher level. Once we have completed our comprehensive analysis and helped identify our client's goals and dreams, we work with their other advisors to ensure that everything is specifically addressed and implemented. By properly coordinating a client's financial planning and depending on the specific set of circumstances, we can preserve a substantial amount of money. Coordination is the key!