Personalized Wealth Management for Financial Clarity, Peace of Mind, Fulfillment, Well-Being, Confidence, Wealth of Life

Your goals, passions, and dreams aren't generic. Neither is our approach.

Our premium wealth management services help you align your financial life with what truly matters to you.

Let's Assemble!    Download Our Free Guide

Specialized Guidance

Personalized Financial Services

Strategic Approach

Are you navigating life’s uncertainties without a solid financial strategy? Are you dealing with:

  • Financial Stress: Will I outlive my retirement funds?

  • Legacy Concerns: Can I secure my family's financial future?

  • Aging Anxiety: How will I plan for healthcare expenses?

  • Decision Overwhelm: Will I make the right financial choices?

  • Social Isolation: Will I still have connections after retirement?

  • Giving Uncertainty: How can I maximize charitable contributions?

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Your Dreams, Our Mission

We'll go above and beyond the numbers.


Your goals, passions, and dreams drive us.  We believe in personalization down to the last detail—because your future deserves more than a one-size-fits-all approach. Let's turn complexity into clarity and design a financial roadmap that’s as individual as you are.

We'll help you simplify your complex money decisions in order to pave the way for a more secure financial future.

Let's Assemble!

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Your Journey to Financial Fulfillment

You deserve a purpose-driven future filled with peace of mind, happiness, and fulfillment. A future that reflects who you truly are!  Partnering with us brings:

Peace of Mind

Gain peace of mind with a well-defined road map to achieve your goals.

Informed Decisions

Have confidence to make informed decisions to secure your future.

Personalized Guidance

Benefit from tailored support to guide you through any challenge.

Financial Clarity

Achieve financial clarity so you can pursue your goals, passions, and dreams.

Wealth Enhancement

Utilize proactive strategies to provide a stronger foundation for the future.

Future Confidence

Rest easy knowing your retirement will be a secure fulfilling adventure.

Financial Strategy

Custom financial strategy that aligns with your goals, passions, and dreams.

Powerful Giving

Elevate giving through tailored strategies for impactful philanthropy.

Empowering Your Dreams

Since 2000, formerly known as WrapManager, we've been turning financial complexities into clear, meaningful paths towards peace, happiness, purpose, and joyful living. 

Let us help you transform the financial planning process into a personalized roadmap to a fulfilling and meaningful future.

Let's Assemble!

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Let’s Assemble! We Make It Easy

Here’s how we’ll help you transform the financial planning process into a personalized roadmap:

 
Step One IconStep 1: Let’s Have a Confidential Conversation

Before any financial planning begins, let’s figure out what’s important to you. We want to get to know you, on a personal level.

Step Two Icon

Step 2: Guidance Towards Your Goals

Let’s create a financial roadmap that’s as unique as you are. It’s not just about numbers; it’s about making your money align with your goals, passions, and dreams.


Step Three Icon

Step 3: Financial Clarity & Peace of Mind

We’ll walk hand-in-hand towards peace of mind, celebrate your successes, and support you through life’s challenges. Your financial plan will stay up-to-date, adjusting to changing needs and goals. You deserve a future where wealth and personal fulfillment coexist.

Fill out the form to get in touch. 

Or call us at: (800) 541-7774. We’re here to respond promptly; no voicemail delays, unless we're closed.

Your Financial Journey of a Lifetime Free eBook

 

Download our Free Guide:

Your Financial Journey of a Lifetime: A Guide to Crafting and Maintaining Your Ultimate Wealth Plan

This comprehensive guide is your key to creating and maintaining your wealth of life plan. The tools and insights in this guide can help you secure your financial future.

Download Now!

Guiding Your Financial Future

Explore our array of personalized financial services designed to turn complex money decisions into a clear path towards greater empowerment and fulfillment. Our wealth management strategies include:

Financial Planning

Personalized strategies that align with your goals, values, and dreams.

Insurance Solutions

Ensuring your loved ones and assets are safeguarded against life's uncertainties.

Investment Strategies

Navigating investment opportunities to grow wealth with intention.

Tax Optimization

We’ll work with your CPA to minimize taxes and optimize financial efficiency.

Retirement Roadmap

Designing a roadmap for a fulfilling retirement journey tailored to your aspirations.

Estate Guidance

Securing your legacy and transferring your wealth according to your wishes.

Debt Management

Finding effective ways to manage debt and pave the way to freedom.

Education Futures

Empowering your children by preparing for their educational aspirations.

Discover how our range of services can help take the weight off your shoulders and better align your goals, passions, and dreams with reality.

Let's Assemble!

 

Client Success Stories

These are experiences shared by our team. There is no guarantee that every client will have the same experience from Assembly. There was no compensation paid for any of these stories.

A long-term client sought our help for their son, a major automobile company employee with substantial stock holdings. His dream was to retire early, but the concentrated stock risk posed a challenge. Collaborating closely, we analyzed his portfolio, devised a plan, and coordinated with his CPA for tax considerations. Relocating was part of the strategy. With our guidance, he's now confidently on track for an early retirement, benefiting from a diversified portfolio and ongoing support.
Amid rising interest rates, we aided two families in securing lower mortgage rates and costs. Leveraging our Schwab-Rocket Mortgage connection, we expedited the onboarding process, ensuring seamless transitions to Charles Schwab. Our team's dedication ensured timely home purchases, saving our clients substantial funds. We helped them achieve their dream home within budget and on schedule.
In a client review, we uncovered two unnecessary life insurance policies, posing a potential $50,000 taxable income. Understanding the client's philanthropic aims, we assisted in setting up a donor-advised fund. By donating the policies, the client secured a $60,000 tax deduction and facilitated tax-free growth for future contributions. This fund not only fosters community giving but also leaves a meaningful legacy for their family and community.
Upon engaging a new client, we found six scattered 401k plans across various employers and custodians. Fearing retirement uncertainty and lack of personalized care, we collaborated with the client and custodians to comprehend their services. A comprehensive summary, tailored suggestions, and consolidation efforts followed, resulting in the client's restored peace of mind and a brighter financial outlook.
We had a referred client with multiple accounts across different banks and custodians, including inherited assets from his late brother. Our primary focus was to streamline the accounts and ensure a seamless process, considering the sensitivity of his brother's passing. We diligently assisted him by opening accounts and coordinating with external custodians to navigate asset transfers and consolidation. Our ultimate goal was to provide him with financial peace of mind, allowing him to manage his finances more effectively.
 

Navigate Complex Financial Concerns

Dealing with the complexities of investments, taxes, inheritance, college funding, and retirement planning can be truly overwhelming. 

We're here to reassure you that your concerns are completely valid and common, and we're here to walk this path with you, offering guidance every step of the way.

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Wealth, Beyond The Numbers

Wealth management isn't just about numbers; it's about securing your family's future, fulfilling your passions, and enjoying financial peace of mind.

We’re dedicated to turning your goals, passions, and dreams into reality. Let’s work together to ensure you thrive.

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Achieve Financial Peace of Mind

Without any pressure, we’ll listen and comprehend your fears or concerns. Let’s figure out what’s important to you.

With a personalized approach, we'll guide you step by step, ensuring that your financial journey aligns with who you truly are.

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Let's Assemble!

 

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eBook: Journey of a Lifetime - How to Create and Maintain Your Ultimate Wealth of Life Plan

 

Free Guide:

How to Create and Maintain Your Ultimate Wealth of Life Plan

Within this guide, you will uncover insights that may assist you in:

  • Gaining clarity and direction in your financial matters
  • Developing strategies to alleviate financial stress
  • Aiming to safeguard your assets and attain financial security
  • Overcoming common financial challenges
  • And so much more!

Complete the form to download your free copy today.