Fund your future

37 Wealth, which marked 2019 as its first full year of existence, has a foundation that has been built upon by our team for over 35 years. A lot has changed since then – the practice has grown, the industry has evolved – so too, have our clients. In creating and naming the practice, the ultimate goal was to construct something that was a reflection of our collective past and a statement about our values – past, present and future.

The ‘Wealth’ in the name is probably both obvious, in its description of our practice as one that gives financial advice, and hopefully meaningful in that expresses our desire for simplicity. People’s financial lives can be incredibly complicated, but we believe the job of a planning team is to distill that into something that is simultaneously plain and useful. We hope to both educate clients on the ‘Whys’ and to make their implementation, however complicated, seem painless.

While our team draws on a long and meaningful history of investment management, helping clients to invest, maintain, and pass on wealth is an endeavor that is far more all-encompassing. Investments still play a role in what we do, but as a tool, built with each family in mind, that allows them to pursue the goals that they deem important. Tax strategies and tax-efficient investing, risk awareness and mitigation, maximization of withdrawal strategies, and of wealth-building tools are all a part of the essence of what we do – build financial plans for people with the goal being to allow them to do what they want to do, when they want to do it, and on their terms.

We care deeply about our clients and their goals and to achieve the things we set out to achieve requires client participation. While it’s our job to do the hard work and heavy-lifting, plans are only as good as the attention they receive – you have our word that if you allow us to walk you through your small part, we can help make sure the end result is meaningful for you. Thank you to those of you who have already entrusted us with your financial well-being and to those of you who will.

A well-designed financial plan grows and changes with you. It’s tailored to your objectives, needs, long-term goals, time horizon, risk tolerance and personal values. We’ll work together to target your goals while addressing key needs such as cash flow, budgeting, net worth, and the impact of income taxes.

One thing we’ll keep in mind as we work through your priorities is the four basic lifecycle phases of planning: