Integrated Wealth Management
Portfolio management is only one aspect of our client’s advisory relationship with us. Significant wealth creates tremendous challenges. A plan of action is vital to ensuring wealth is preserved and maximized for current and future generations. We build this integrated wealth management plan by providing you with sound, objective financial advice and guidance; proactive investment management; meticulous tax planning; comprehensive financial analysis and insurance assessment; and visionary trust, estate and philanthropy planning.
As an independent advisory, we work closely with families to develop a collaborative plan to complement the services provided by other family advisors. By effectively managing the information that all parties need, we successfully integrate the unique and complex needs of the high net worth family.

Money Map Advisors, LLP provides a comprehensive approach for managing wealth for institutional and private investors. Our ETF Growth Portfolios combine passive portfolio management and rigorous risk management. Planning strategies are tailored for each client's financial independence, estate planning, tax planning, cash flow management, risk management, and wealth accumulation and preservation needs.

What rate of return is required from your portfolio to maintain your wealth after deducting living expenses, taxes, and inflation? How much risk can you tolerate? The answer to these important questions will dictate the type of investment plan you should build to meet your specific objectives. We’ll gather data to determine the resources available to you to spend and invest, and, after thorough analysis, identify the rate of return necessary for you to achieve your unique life goals. An annual Monte Carlo simulation report will give you a probability of success of achieving your goals based on data from 1926 to present. The policy will serve as a dynamic roadmap to your financial future and a reference point documenting your unique return targets and risk boundaries.

Mathematical Allocation Planning 

The road to successful investment results begins with a MAP (Mathematical Allocation Plan). The planners at Money Map Advisors LLP will construct a customized plan based on your income needs, time horizon, & wealth accumulation goals. This income plan is done in conjunction with a comprehensive financial plan addressing such issues as insurance, legacy, and estate planning. The experts at Money Map Advisors adhere to the multiple money baskets investing strategy. Portfolios are simply divided into different baskets. Initial baskets are investments that promise a return of principal and interest. Such investments include CDs, certain municipal bonds, and high grade corporate bonds. Bond maturities can be laddered out to meet future income needs.

Later baskets are invested in the ETF Growth Portfolios. The multiple basket approach allows the ETF portfolios time to ride the ups and downs of the market as current income is being derived from earlier baskets. The bottom line is that it increases your statistical probability of achieving superior returns in the markets as you'll avoid having to sell stocks for many years to generate current income. 

 

Call 888-516-7414 to speak to a financial planner at Money Map Advisors, LLP