PRIVATE WEALTH MANAGEMENT IN CHARLOTTE, NC
A dynamic, human-centered approach to growing and preserving your private wealth.
Understanding Your True Financial Risk Tolerance
One of the most important aspects of investment management is determining your risk tolerance. As with everything at Buoyant, we are looking for a more “human” approach to this process. Behavioral finance teaches us the simple questionnaire-based approach may not fully reflect your complex feelings about markets and risk. Our discussions will focus on your feelings about risk, coupled with the potential long- and short-term implications so we strike the right balance. With your plan and risk tolerance in hand we’ll begin to make any necessary changes to your current investment portfolio.
Building a Holistic View of Your Asset Portfolio
Your assets likely live in a variety of places: retirement plans, college savings plans, bank accounts, home equity, employer stock options, and the list goes on. We will work to create a portfolio that looks across all accounts, taking advantage of the tax- and estate-planning implications, while looking to ensure your risk tolerance is implemented appropriately. If you have specific funds you’d like to consider, or a few you definitely want to shy away from for personal reasons, we’ll always listen and take that direction into account as well. While you will only be charged for assets under management on Buoyant’s platform, you will also be provided with direction on how to manage all accounts while paying no additional fees.
Curious about our approach to different aspects of your finances?
RETIREMENT PLANNING
By gathering your entire financial picture into one place, we leverage leading technology to map just how to reach your retirement goals.
TAX & ESTATE PLANNING
We carefully navigate the tax implications of your investments while coordinating seamlessly with your legal and tax professionals.
INSURANCE CONSIDERATIONS
We are versed in complex insurance products, evaluating your coverage gaps to guide you toward efficient, cost-effective options.