Featured in multiple media outlets including:
Featured in multiple media outlets including:
The Art of Protecting Ultra-High Net Worth Portfolios and Estates
Strategies For Families Worth $25 Million To $500 Million
Investing Services that Solve Problems Facing Affluent Investors
Here are some problems you might be able to relate to as an individual investor with high or ultra-high net worth:
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 collectively accept only 17 new clients each year. Wealth management is a relationship.
As a person of wealth, you deserve better than to 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.
Much can go wrong if you don’t do something to change your investing situation. Why? Because there are too many malevolent forces, institutions, and realities of this world outside your control that seek to do you harm, financially or otherwise.
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.
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 Covid 19 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 just 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.
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:
Our services give guidance that helps our clients transition from where they are now to where they wish to be. Our clients will have direct access to our elite wealth managers and all 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 investments, your future lifestyle desires and obligations, and your financial serenity.
In a 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 the 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 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.
Affluent investors and individuals have very different financial needs from typical investors, and 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 to not 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. Then, you can 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 takes 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.
Because we are a fiduciary private wealth management firm, you will receive:
We have built partnerships with experts and professionals in related fields such as tax accounting, estate planning, and insurance planning, and we can help you put together the 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.
When you reach out to Pillar Wealth Management, 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 is going to achieve all the goals you’ve set for it.
Wealth protection is as important – if not more so – than wealth creation. Acquiring wealth does little good if you lose half of the money ten years later because of poor planning services. Here are 4 questions to help reveal why customized financial planning is the secret to wealth protection.
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?
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 an array of recommendations for investment management and financial strategies. The key to optimized investing is in how you measure it.
Q4: How do we 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 live 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?
Gain access to a wide array of financial advisory and wealth management offerings, with one all-inclusive simple fee:
Clients often comment 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. You should 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 extremely busy.
A wealth manager from your nearest office location will get back to you as soon as possible. However, if your situation is urgent and you require immediate assistance, please state so on your submission form.
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.
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 around the world 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.
Since no experts can predict when the next personal 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.