Prevent problems, rather than treat them.

1. Assesing
2. Addressing
3. Implementing

What is Preventative Wealth Care™? 

Preventative Wealth Care™ gives investors as well as approved financial professionals a compelling advantage. 

As the creators of Preventative Wealth Care™, we believe successful investing and ultimately a rewarding and stress-free retirement, is the result of establishing a Preventative Wealth Care™ Plan.

"An ounce of prevention is worth a pound of cure!" – Benjamin Franklin

Much like preventative health care, it’s just as wise to prevent or avoid financial problems before they occur. Being proactive versus reactive can be key in maintaining your financial health. Preventing the problems rather than treating the symptoms is the primary purpose of custom asset class structuring and Preventative Wealth Care™.

Equally important is a forensic approach to risk management, through a focus on non-correlated portfolio construction and exposure to proper asset classes, sectors, and markets.

Preventative Wealth Care™ is a simple and painless 3-step process of assessing, addressing, and implementing a clear and purposeful wealth care plan with the goal to enjoy gains when they occur and enjoy sleep when they don’t. The Benjamin Franklin axiom that "An ounce of prevention is worth a pound of cure!" is as true today as when he made the quote. Although many people use the quote when referring to health care, we have applied it to wealth care.