A Higher Level of Service

We bring our best resources to the table for every client, but we also recognize that different families have different needs. To align our broad array of services and solutions to each family’s specific situation, we offer two levels of engagement based on size, complexity, and preference.

 

 

Wealth Management

Our wealth management approach will help organize and bring clarity to your financial life. It begins by identifying your unique financial goals and developing a practical plan to meet them.

We believe the value of advice is in execution, so we are here to implement every aspect of your plan by leveraging our investment expertise, institutional partners, and comprehensive resources.

 We then provide ongoing oversight and guidance to help you make informed decisions and achieve long-term success.

Family Office

Some families want and need a wider range of services than typical wealth management firms provide. Your planning may require a multigenerational perspective that encompasses advanced estate planning, philanthropy, business planning, lifestyle services, and family development.

By taking on the role of family CFO, we can build a unique model around your family’s unique needs. We can coordinate our investment management, advanced planning strategies, and comprehensive administrative support to solve complex problems, ensure meticulous implementation, and free up your time to live your ideal life.

 

Investment Management Designed to Reach Your Goals

Investment management is at the core of what we do for every client. We know that every family has unique goals and desires, so we focus on combining our best practices with your specific financial situation. In that way, we help you live your ideal life with confidence and comfort.

Evidence-Based Portfolios

We take an evidence-based approach to investing that is built upon academic research, market history, and modern finance theory. The result is a broad range of model-driven portfolios that can be matched to your specific needs, with an emphasis on performance, low fees, and tax efficiency.

Institutional-Quality Investments

We have always been passionate about providing best-in-class investment strategies to all our clients. Regardless of size or complexity, all clients have access to the institutional vehicles we use for traditional investments.

Alternative Investments

We also recognize that clients with significant assets may want exposure to more sophisticated strategies. For our family office clients, we can complement traditional investments with exposure to hedge funds, private equity, and private real estate.

 

The Century Wealth Management Advantage


You Come First

We are fiduciaries. Since our start, we have emphasized independence and an open architecture to provide the highest level of expertise and service with your best interest at heart. We uphold our fiduciary obligation to you in everything we do. We do not accept commissions or third-party payments; we are paid only by you for the advice and services we provide.

Best-in-Class Solutions and Partnerships

Every decision we make in serving clients, managing money, and building our firm is driven by the question “What would I want if I were the client?”

In response to that question, we have developed an extensive network of professionals and resources to help you achieve your goals. We vet our professional partners for their experience and expertise and oversee all the work they do for you.

We apply the same scrutiny to our premium institutional partners, so we can ensure you receive the highest level of service.

 

Our Process

We have developed a proprietary process to discover your beliefs, values, and goals—which become the basis for all the work we do with you.

Through a series of meetings, we will develop both your investment plan and advanced financial plan, working with a team of carefully selected professionals as necessary to implement your solutions.

Our commitment to your financial well-being continues past the planning and initial implementation stages with ongoing review of your strategies and regular progress meetings to make sure your plans stay in sync with your life and future vision.

 

 

Our Areas of Expertise

Family Office Administration
  • Cash flow management and budgeting
  • Management and reporting on private enterprises
  • Management of private foundations
  • Multigenerational planning and education
  • Concierge and administrative services
Financial Planning
  • Retirement planning
  • Employee benefits planning
  • Risk management
  • Estate planning

 

Investment Management
  • Globally diversified asset allocation
  • Low-cost, institutional investment products
  • Tax-efficient investing
  • Access to alternative investments
  • High-quality reporting
Advanced Planning
  • Charitable giving
  • Wealth protection and transfer
  • Tax planning and coordination
  • Business succession planning