701 East Central Avenue
surplus income allocators
living off passive income
protect the wealth you have
There is no get rich quick scheme, there is only discipline. Generally, these people are between 35-55 years old and have a minimum of 20% annual savings relative to their gross income.
Our firm can guide you towards an efficient allocation process* that will streamline your portfolio and reduce your indirection.
*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
Retirement can look different depending on your values. We best serve people who have generated a nest egg of sufficient size where they can live off approximately 4% of their assets annually. (every $100k in annual spend requires $2.5M in assets)
Strategic Portfolio Optimization is our purposed matched process to effectively manage your income needs and works in tandem with our risk technology platform
More money, more problems. All kidding aside, we understand that the needs of these clients are situationally specific. A high level of service is a mandate for these clients, so our value add comes from our cutting-edge product menu.
These clients have already made their wealth in excess of $3M for High and $30M for Ultra-High. Preserving, diversifying*, and tax-consciously passing estate value** to future generations is aided by access to unique marketplaces.
Check out our suite of HNW services and products to learn more.
*A diversified portfolio does not assure a profit or protect against loss in a declining market.
**For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Our purposed-matched, risk-based solution for your retirement income
We would love to schedule an initial meeting to hear about your unique situation
Empowering Business Professionals with consolidation, efficiency, and direction