Strategies For Families Worth $25 Million To $500 Million
The Art of Protecting Ultra-High Net Worth Portfolios and Estates
The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.
Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.
Expert Wealth Management Solutions
Investing Services that Solve Problems Facing Affluent Investors
A wealth management advisor can help you with many trust services that you will have to pay several professionals for. Below is a list of the many benefits you will enjoy:
- Your income goes up but your net worth isn’t changing.
- You’ve hit retirement and don’t know how much money to withdraw each month so you can enjoy your freedom without a huge tax bite.
- You’ve received a list of offerings from life insurance companies and don’t know which program is the best choice – if any.
- A friend wants you to go in on some hedge funds, but your spouse doesn’t trust the plan.
- You read media stories saying that investing in more bonds as you get into retirement is smart, but you don’t feel like you have the information or expertise to really know how to proceed.
- You want to travel to places like French Polynesia, Singapore, and South Africa but aren’t sure how to properly fund it without upending your retirement planning.
- You are tired of tax increases and don’t have time to research tax planning businesses but don’t want to resort to using tax shelters like the Cayman Islands.
Cookie-cutter investment products and financial services from big banks and brokerage firms, and even some of our peers, have nothing to offer for these types of scenarios for affluent individuals. Why? Because this kind of focus from a financial advisor takes too much effort and time.
This is why our wealth managers/asset managers collectively accept only 17 new clients each year. Wealth management is a relationship, not mistaken with other products and services, where the dealer wants to own as many wares and sell out most of them. As a wealthy person, you deserve better than fumble around for solutions that a typical advisor cannot provide. You deserve nothing less than fully custom private wealth management service and financial planning advice from financial advisors you can trust.
The Costs of Leaving Your Investments Where They Are
below is vital information on the detrimental effect of not putting your investments to work.
What Can Go Wrong
- What if a parent contracts Alzheimer’s disease two years before you plan to retire?
- What if a family member marries poorly and starts hemorrhaging wealth due to their spouse or spouse’s family?
- What if a wealth tax gets approved, or the highest income tax bracket shifts up to 70%?
- What if shifting economic realities cause your business value to multiply by ten, and you sell it for a nine-figure windfall?
That last example isn’t a malevolent force, but the reality of a sudden infusion of wealth raises new questions about your future and requires a fresh approach to your financial plan from your advisor.
How Will You Respond?
- Do you have a plan for how to respond when these sorts of events happen in your life? What about a series of events all at once, like Coronavirus plus a failed business plus a family crisis?
- Do you have access to unconflicted, expert, fiduciary, trusted financial advice from a wealth manager or financial advisor?
- Does that financial advisor or wealth manager offer more financial services than mere investment management, basic knowledge, and advice?
Leaving your investments alone and hoping everything turns out alright is a risky strategy. Things will not go as planned. Tax laws will change. You will need to adjust your investment strategy the closer you get to retirement—many times.
This is why our founding wealth managers baked the anticipation for these events into the fabric of our approach to investment management. We don’t wait to react to personal and world events. We count on it. How does it feel to engage with a wealth management strategy that is designed from this perspective? The best way to find out is to take a chance and talk to a wealth manager. You have an opportunity today to take a different path. A path where obligations fade, work takes a back seat, and money ceases to be on your mind.
Click the button below to get customized solutions and services from our wealth managers.
Meet the Pillar Wealth Management Team
We are the co-founders of Pillar Wealth Management, Hutch Ashoo, and Chris Snyder. Our firm has a 62+ year track record in helping high net-worth individuals and families. If you’re seeking the financial services of an exclusive private wealth management advisor, then our firm may be a fit for you. Our fully custom wealth management advisory services are designed specifically for U.S. based investors who:
- Have $5 million to $500 million liquid investable assets and seek financial serenity…
- Are looking to save on TAXES, fees, and expenses
- They are concerned about the all-time high levels of stocks, bonds, and securities, and who seek wealth protection yet wish to grow their portfolios too!
- They are dissatisfied with the investment advisory services they’re receiving from their current advisor or wealth managers, such as underperformance, lack of attention, poor communication, unnecessary products, and high fees…
- They are facing a significant financial event or opportunity and aren’t getting their needs met. For example, retirement, divorce, a business deal, a real estate purchase, Covid 19, or the loss of a loved one…
Our services give guidance that helps our clients transition from where they are to where they wish to be. Our clients will have direct access to our elite wealth managers and their resources, capabilities, and expertise. As you step through our investment management process, our wealth managers will offer advice and help so you can secure your investment, your future lifestyle desires and obligations, and your financial serenity.
What Makes Pillar’s Wealth Management Services So Exclusive?
In one word, “obsession.” For over three decades, each advisor in the Pillar Wealth Management team has obsessively served our clients’ portfolio and investing needs through the ups and downs of the markets, the economy, and their financial lives.
Bottom line, Pillar Wealth Management helps each individual client make difficult decisions by giving them access to our top wealth managers. You won’t be alone when you are faced with choices that will profoundly impact your future… your legacy… and ultimately, your family–for, perhaps, generations to come. In fact, Pillar Wealth Management feels so confident in our deep expertise and excellent service delivery that it’s our goal to save and find each new client $100,000+ per $10 Million of investable assets.
This puts more money back in your pocket. To do this, your wealth manager will use a multi-pronged strategy of scrutinizing underlying investment expenses, financial advisory fees, tax liabilities, and avoiding unnecessary risks and loss while maximizing returns.
What to Expect from Our Wealth Manager/Wealth Management Advisor Services
Affluent investors and individuals have very different financial needs from typical investors. Our wealth management tools and services have been carefully developed to meet those needs in ways that thrill and delight our clients. What makes our financial services thrilling and delighting? If you’re like most people, one of your greatest desires is simply not to have to worry.
For example, it’s better to have someone else take care of your yard, car maintenance, and housecleaning. Likewise, it would be great if you could just entrust all your investments and accounts to a wealth manager or financial advisor. You can then rest easy, knowing that a trusted, expert professional is handling all aspects of your financial planning according to your desires and the investment results you want. That’s what Pillar Wealth Management means by ‘financial serenity.’ Managing finances and investments take time.
For people with great wealth, it takes even more time. You want that time back. You want to focus your mind on other matters. Only a trusted, expert, fiduciary wealth manager can deliver the optimized performance you need without putting your investments at high risk.
This is what Pillar Wealth Management delivers for all our clients. Private, Fiduciary, Independent Wealth Management because we are a fiduciary, private wealth management firm, you will receive:
- Unconflicted financial advice you can trust
- Customized financial plans and services built to exceed your wealth and lifestyle goals and surpass your needs.
- Personalized understanding – we know and care about what’s at stake for you.
- Outstanding investment performance-optimized around your investment goals and needs people.
- Diverse investment options – not beholden to company quotas or dictates from on high
- Simple fee structures – no commissions or sales targets distorting our motives, and no products to sell
- Numerous additional services and programs for affluent
We have built partnerships with experts and professionals in related fields such as tax accounting, estate planning, and insurance planning. We can help you put together a team of expert financial professionals that meet your needs. All of these extra services come at no extra cost – our part of the work is included in our simple and straightforward fee.
Personalized Customer Services – Expect Nothing Less
When you reach out to Pillar Wealth Management (all rights reserved), you talk to the experts. Our wealth managers answer their phones and reply to their emails – always within a day if for some reason you don’t reach us your first try. We send consistent reports and give you online access to your portfolio and other information. But you need much more support than that if your money will achieve all the goals you’ve set for it.
Why Does Customized Planning Matter?
Below is information on why a customized planning service matters.
Q1: Why is it an advantage to use a customized wealth management plan?
Every person has different needs, worries, desires, priorities, and financial realities. You cannot secure the future you want with a cookie-cutter wealth management plan, no matter who your advisor or wealth manager is. We cannot emphasize enough the difference between how it feels to have truly customized financial planning for your investments and all your other accounts and financial assets, compared to the usual types of investment management services.
Q2: What is the goal of customized planning in the United States?
The goal is financial security. The goal is to optimize your portfolio and investment performance. The path to achieving this is to balance risk management with growth.
Q3: How does Pillar optimize my investment performance?
Pillar doesn’t employ the traditional asset allocation buckets using investment strategies like ‘aggressive growth’ and ‘moderate’ and ‘conservative.’ We do nothing even remotely close to that.
Our process, which is proprietary, innovative, and driven by over 100 years of market performance data, presents you with various recommendations for investment management and financial strategies. The key to optimized investing is in how you measure it.
Q4: How do our wealth managers measure growth?
Our strategy measures your results based on the achievement of your goals and desired lifestyle outcomes, not an arbitrary percentage of growth or annual performance. In other words, are you on track to living your life how you want? Are your family members positioned for long term security, through and beyond retirement? Are all your short and long-term financial life needs being met? If so, then your investments are performing successfully, and your plan is working. Want to hear more?
Our Wealth Management Service Includes:
Gain access to a wide array of financial advisory and wealth management offerings, with one all-inclusive simple fee:
- Safe retirement planning and income/lifestyle optimization and maximization of high net-worth and ultra-high net worth portfolio performance
- Development of an investment portfolio that best fits your performance ex desired lifestyle — while still allowing you to sleep at night
- Individualized wealth management analysis and financial planning based on the lifestyle you most desire
- M&A/business or Real Estate planning
- Inheritance investing, estate planning, trusts, life insurance advice
- Death or divorce financial transitions
- Minimize taxes, fees, and other costs
- No pressure to buy investment products you don’t need, trade requests and advice you don’t understand, or other irresponsible and disrespectful actions
- Direct access to our top wealth managers and financial advisors
- Referral to other professionals like tax accounting firms, insurance specialists, estate planners
Clients often comment on how radically different our advisors’ approach is from the big-name banking and investing firms you are familiar with on Wall Street, like Morgan Stanley and Schwab.
Frankly, we are astonished at how a huge investment advisory firm can get away with providing plain vanilla, cookie-cutter services to such deserving men, women, entrepreneurs, and individuals! You should expect more. It would be best if you demand better. If you’d like to be considered for access to our exclusive investment and wealth management services, you can start the process by clicking here.
Please understand that all locations of Pillar Wealth Management throughout the United States are hectic. A wealth manager from your nearest office location will get back to you as soon as possible. However, if your situation is urgent and requires immediate assistance, please state it on your submission form.
Preparation is how you win the investing war!
You are smart enough to know you cannot know it all, no matter how sophisticated you are about business, investments, and the financial industry. Besides, you have other things that demand your time and attention. You understand the importance of surrounding yourself with top minds and talent who use the most current information about the markets to manage your accounts. You know the value of working with a financial advisor or wealth manager who can provide good financial services in areas where you need expertise.
Example: Financial Lessons from the Past
On Black Monday, October 19, 1987, the Dow Jones Industrial Average plunged 23 percent. To this day, this remains the largest one-day loss in U.S. stock market history. Our wealth managers were already managing client accounts and investments on that fateful Monday, and the crash left a significant impression on us.
Too many high net worth individuals and investors lost millions of dollars. They vowed not to make the same mistakes again. But in our experience, we still see a number of the same mistakes being made by advisors and wealth managers worldwide, and in the U.S., No one knows when the next financial disaster will happen.
If you think back to previous catastrophes and even the recent Covid 19 recession, the so-called expert advisors love to use grand proclamations about uncharted waters and that we’ve never seen anything like this in the past and never will again. Don’t listen to that. Make no mistake: The surprises will come again.
Financial security is found in preparation and planning—plan for the unknown future. Upheaval will come, in capital markets, in your business, in your family – anywhere. Your money and financial life are never secure until you have a plan in place that makes it so. You can do that work yourself or have a wealth manager or financial advisor do it. Ask yourself:
- Do I have enough money in my accounts to retire comfortably?
- Who will I trust to manage my money when my spouse passes away?
- How will I properly invest my large cash inflow from an inheritance, real estate, or large stock/options sale?
- How do I financially plan for my children’s and grandchildren’s education, philanthropy plans, travel plans, and other interests?
- How will divorce impact my standard of living?
Since no experts can predict when the next person or market crisis will occur, your goal should be to protect yourself and your investments from such a risk, using the services of an expert, trusted advisor, or wealth manager.
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Our service catalog covers everything you can enjoy from the best investment banks, retails banks, or something similar. The worst part is that you may not have any tangible thing to hold them on to. PillarWM is your safest and surest bet. Please take a quick tour through our site to understand what quality service we offer.
Please go through our website for information about our products and services; enter your name, address, and a valid US zip code to get started with us. Just do your part, and leave the rest to us. You should also consider reading every term in our T&C. You can also contact our client service team for an explanation of any term that seems confusing.