Prioritize, Plan, Preserve
We plan vacations. We plan career moves. We plan time with loved ones. Planning takes time and work, and we invest both when the end result is meaningful to us.
XYZ Advisors was formed to help clients prioritize what is most important to them and implement plans to preserve and protect their futures. We are an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to high-net-worth individuals and families.
Our Team
Our team’s extensive experience crafting bespoke portfolios for clients has helped us to appreciate the different visions of the future that each of us holds. We therefore treat each client as an individual, and patiently gain an understanding of where they have been, where they are now and, most importantly, where they want to go.
TEAM
Our Approach
We often are told to live in the moment, yet we must always keep an eye on the future. We help our clients enjoy the moment by partnering with them now to ensure their financial futures, and those of their loved ones, are thoughtfully planned. We consider our role in helping our clients to plan their financial futures as a privilege.
The most productive relationships are driven by collaboration. Your success drives ours.
Why XYZ Advisors?
Experience
XYZ Advisors is an independent wealth management firm working with successful individuals and families. Our founders worked together for over a decade before deciding that a smaller firm would allow them to be more nimble, more bespoke, when serving high-wealth individuals and families. Our team brings together advisors with specialties in many facets of finance, and we succeed because of our complementary skills.
Opportunity
Our keen understanding of the markets and financial instruments enables us to advise on a wide variety of investment opportunities. Just as importantly, we aim to understand our client’s goals, beliefs, aversion to risk and many other aspects of their lives to ensure we seize the opportunities most advantageous to them.
Relationship
We strive to build a relationship with our clients as solid as the future they wish to secure. As fiduciaries, the advice we offer is objective and always in their best interest. We provide the same care to creating and managing our clients’ portfolios as we would our own, as we help them plan for life’s many phases, whether it be retirement, business succession, or wealth transfer to the family’s next generation.
Our Services
We leverage a collective XX years of experience as guides and fiduciaries to craft a financial plan that best serves each client. We take into account time horizon, risk tolerance, goals, and the often underestimated importance of emotions, to build both a trusting relationship and sophisticated portfolio that meets each client’s complex needs.
Comprehensive Services
We serve a diverse clientele, including high-net-worth individuals and families, multi-generational families, individuals with life-changing situations, business owners and executives. Using our wide variety of in-house capabilities as well as those available to us through our partners, we are able to offer complete and thorough wealth management plans and investment opportunities.
The retirement ‘phase’ of life is lasting longer than those of our parents, and planning for it has become more complex. Understanding the myriad decisions one must make now to ensure a comfortable retirement later on takes a partner who can help you navigate.
Our team regards helping our clients to plan for this exciting, and emotional, phase of life as a privilege.
When estate planning, the individual is primarily thinking about their loved ones. We work with clients to ensure they form a plan that provides not only for their loved ones, but reflects their commitment to charity and makes clear all of their personal wishes are known.
We help clients understand the ins and outs of wills and trusts, charitable giving, and wealth transfer so that their estate plan is most advantageous to those who stand to inherit.
The process of planning one’s departure from an executive role has many aspects, not the least of which is protecting the individual who is stepping away. We review the impact of the client’s departure in terms of executive benefits, compliance and contractual obligations, and consider whether the change in leadership has the potential to impact the market.
The ultimate goal is a seamless transition that preserves the executive’s legacy.
The retirement ‘phase’ of life is lasting longer than those of our parents, and planning for it has become more complex. Understanding the myriad decisions one must make now to ensure a comfortable retirement later on takes a partner who can help you navigate.Â
Our team regards helping our clients to plan for this exciting, and emotional, phase of life as a privilege.
When estate planning, the individual is primarily thinking about their loved ones. We work with clients to ensure they form a plan that provides not only for their loved ones, but reflects their commitment to charity and makes clear all of their personal wishes are known.
We help clients understand the ins and outs of wills and trusts, charitable giving, and wealth transfer so that their estate plan is most advantageous to those who stand to inherit.
The process of planning one’s departure from an executive role has many aspects, not the least of which is protecting the individual who is stepping away. We review the impact of the client’s departure in terms of executive benefits, compliance and contractual obligations, and consider whether the change in leadership has the potential to impact the market.
The ultimate goal is a seamless transition that preserves the executive’s legacy.
Contact
Let us help you plan to protect and achieve what is important to you. Contact us to set up an introductory call with our team.