Financial Planning
Wide Eye Capital
Let's set aside time to properly plan for your future. Our approach considers more than your wealth. It’s about helping you thrive.
For those people who are looking for a financial partner through the ups and downs that life may have in store, we offer ongoing investment advisory services. As advisors, we take a fiduciary role in the development and monitoring of your portfolio so that it remains geared towards your goals and personal financial situation. Once the investments are in place, we monitor the portfolio, your financial situation, then we proactively make recommendations and changes as necessary. Part of this service includes any financial planning needs you may have.
Asset & Portfolio Management
Wide Eye Capital
Creating portfolios geared towards you and what the market is telling us is an investable asset. We explore the best opportunities in private and public markets.
There are many factors that affect choosing an investment strategy. The first set of factors begins with you, the client. Our disciplined discovery process is key to understanding the right investment strategy for your specific situation. Next, we begin to think about the second category of factors which involve the overall health of the economy and the individual investments.
Trust & Estate Planning
Wide Eye Capital
Building a plan to provide for loved ones while protecting your estate. The best plans reduce costs and minimize taxes.
We will help you align your estate plan with your financial plan, which includes beneficiary reviews, creating a will or trust, regular updates and reviews, and more. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones.