It’s About More Than Managing Money
It’s About Making Your
Money Work For
Your Life Business Family Future Legacy
Explore Our Solutions
We Specialize In Wealth Building
For Business Owners And Entrepreneurs
Business owners and entrepreneurial professionals operate in a unique way.
Your focus is on growing and running your business, not managing your finances and tracking where every dollar is going and what it’s doing.
But as your business grows, so do your finances and so does the risk of damage from uneducated decisions.
That's why we specialize in not only helping entrepreneurs like you grow and protect your wealth, we help you design a financial strategy that runs like a business in a way you understand.
We operate as your
PERSONAL CFO
We have a fiduciary duty to act in your best interests.
We’re not money managers or advisors backed by institutions to push financial products on you—we’re a Registered Investment Advisory (RIA) firm who helps you run your finances by looking at the whole picture.
As your personal CFO, we’ll help you establish your “Board of Directors” (the professionals needed to grow and protect your wealth, like attorneys, CPAs, investment advisors, etc.), then educate, guide, and counsel you as we set up systems your board follows based on your financial vision.
We start with
your why
We believe it’s not the means that determine success, but your “why.”
If you’re a growth-minded entrepreneur who believes in financial abundance, starting with the end in mind (the vision you have for your life) will help push you towards
that goal.
Because we have rule-based investment strategies that
can help you grow and protect your wealth without speculation or gambling.
Your finances should fuel
the life you want to live.
And that’s exactly what all of our solutions are designed to help you do.
To learn more about how our solutions can help you grow and protect your wealth so you can live the life you want.
A Personal Wealth Management Building Program Designed FOR YOU, BY YOU So You Can Live A Wealthy, Work-Optional Life Before And Beyond Retirement
- Gain a clear understanding of the vision you have for your financial future and the life you want to live
- Assemble your “Board of Directors”: the financial professionals who'll work together to follow the structure you’ve built and are working in accordance with your financial vision.
- Lay out a Game Board to get clear on your present position and understand how each financial decision alters other areas of your life
- Determine your INVST DNA to understand what rules and guidelines you and your Board of Directors will use to make decisions that support your financial vision.
- Accelerate your value and achieve financial freedom, faster.
A Proven Program For Building Scalable, Sustainable, And Saleable
Businesses Using Our Value Acceleration Methodology™
-
Remove the strain of having to grind daily
in your business - Know what levers to pull to increase the enterprise value of your business
- Establish a structure of effectiveness and efficiency
- Gain more time and money to do the things you love
- Sell your business at maximum value whenever you want
Flexible Plans. Tailored Solutions. Personal Attention.
- Open Architecture: This means true investment choice for you and your employees. As an independent provider, we will never try to sell you our funds or our products – because we don’t have any. You choose what’s best for you. Invst acts as your fiduciary partner.
- Fee Transparency: No surprises, period. Our fees are straightforward, obvious, and clearly disclosed.
- Service that’s Personal and Consistent: Neither you nor your employees will ever be just a number with us. Our solutions can accommodate plans of any size.
- Administrative Efficiency: We go far beyond what’s normally offered to make everything as easy for you as possible – so that you can get back to work.
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Engaging and Informative Participant Tools:
From online tools to ongoing communications, we’ll be with your employees every step of the way as they start and maintain a 401K plan that helps them achieve their goals.
Our Learning Platform Designed To Help You Make All The Right Investment
Decisions With 24/7 Web-Based Financial Coaching And Education
- Comprehensive financial health education with complete courses on areas such as Building Wealth, Divorce, College Planning, & Debt
- Commonly used calculators such as: mortgage calculator, debt eliminator calculator, ultimate retirement calculator, and payment calculator
- Ask the Advisor space where you can get professional advice from one of our Personal CFOs
- Everyday financial & life articles, videos, webinars
- App based access via mobile or desktop
Our Easy-To-Use Wealth Building Platform Gives You Full
Transparency And Control Over Your Investments
- Our state-of-the-art technology helps you organize your investments, set specific goals, and plan your future. Your financial life just became a lot easier.
- Your personal INVST account puts all of your accounts at your fingertips.
- Get proven, evidence-based strategies for building your wealth – not an automated, one-size-fits all computer algorithm.
- Use defined trading rules – no speculation or gambling.
- Eliminate bias and the emotional rollercoaster to reduce stress.
- Avoid large drawdowns for a smoother investment ride – buy and hope is NOT a strategy.
Take the FINANCIAL
FREEDOM Check Up
Discover if you’re on track to achieving financial freedom
The Financial Freedom Checkup assesses how well you’re performing in each of the 6 principles that make up the Freedom Wheel.
Based on your scores, we’ll provide you tools you can use to avoid dangers and accelerate your progress towards financial freedom.
What’s Your
invst-dna?
