Growing up in the Northwest, I was raised by hard-working, middle class parents. My father modeled a servant's heart. He was, however, no businessman. Watching our multigenerational family business implode before my very young eyes, I knew I had to keep that from happening to others. If that wasn't enough, my father died young at age 50 from a massive heart attack.
I had just turned 18. It was no coincidence that months after that, I dropped my major and began a life filled with massive exercise and physical activity: running, cycling, tennis, soccer, weightlifting and the martial arts, to name just a few.
I had just turned 18. It was no coincidence that months after that, I dropped my major and began a life filled with massive exercise and physical activity: running, cycling, tennis, soccer, weightlifting and the martial arts, to name just a few.
Services
The super wealthy who have a family office typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To ensure those plans are both state-of-the-art and in line with their needs and wants, many of the super wealthy regularly "stress test" these plans.
The Wealth Management Process is an opportunity for you to experience working with our team, gain insight into where you currently stand financially-and decide if you'd like to work with us on a long-term basis. This is an opportunity for us to get acquainted. We'll learn more about your needs and aspirations, and we'll share about our process and services.
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Kevin Floyd
Jun 10, 2017
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