What We Do
At Three Pillars Wealth Management, we provide professional assistance in the following areas:
Alternative Investments
Many people either don’t know what the term “alternative investment” means or associate it with risk. Alternative investments are essentially investments that don’t fall into one of the more conventional or familiar categories like stocks, bonds, or cash. Alternative investments include strategies like private equity, also known as venture capital, hedge funds, managed futures, commodities, real estate, or derivative contracts. Important to note is that while traditional investment vehicles are regulated by the SEC, alternative investments are generally unregulated and somewhat illiquid. Because of this, alternatives are best suited for institutional or accredited investors.
- Venture Capital
- Private Equity
- Special Purpose Acquisition Companies (SPACs)
- Investment Banking
- Private Offerings
- Commodity Contracts
- Future Contracts
- Early and Late Stage Private Offerings (IPOs)
- Private Offering REITs
Investment Advisory
In our role as investment advisors, we provide investment counsel based on analysis of both our clients and their current investments. We provide access to cutting-edge investment solutions that we develop and manage internally, led by our Chief Investment Officer Dr. Garrett Smith. The list below represents some of the products and services we make available to our clients; it is in no way the entire scope of our offerings. Please reach out for more information on our full suite of investment advisory services and get to know us.
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
No matter what phase of life you are in, the advisors at Three Pillars Wealth Management will make sure they understand your unique needs and challenges at the deepest level. Whether you are established, moving up in the world, or going through a life transition, our goal is to develop a strategy that works for you while remaining flexible enough to accommodate life's changes. We embrace your vision so that no matter what your life currently looks like or how it may change and shift your future goals, we are by your side, helping you achieve that vision.
We provide customized financial strategies for two distinct groups of investors; families and individuals and business owners.
Family & Individual Financial Planning
- Starting Out - Guarding Against Uncertainty
- Building Your Investment Strategy
- Retirement Planning
- Cash Flow Analysis
Customized Strategies for Business Owners
- Debt Ratios
- Qualified Retirement Plans Including 401(k)/403(b)/SEP IRA
- Group Insurance Planning
- Executive Benefits
- Business Succession
Risk Management
At Three Pillars Wealth Management, we apply risk management principles to solving individual client’s needs. The same process of identifying, measuring, and treating risk that is used for corporations; we apply on a personal level to solve for the unique needs of each of our clients. To us, risk management goes beyond insurance. We analyze your personal risk and then create and implement a treatment plan to solve those risks, monitoring the changes in your risk exposure over time.
Risk Management Solutions
Protecting Against Physical Risk
- Disability Income Insurance
- Life Insurance
- Long-Term Insurance
Income Protection
- Fixed Annuities
- Income Annuities