Team of
SpecialistS

Your financial board of directors

Your financial board of directors

Instead of a traditional wealth manager who is simply focused on your wealth management, Prevail assigns a team of experts who plan for the entire financial life cycle to each of our clients. Our CPAs, insurance brokers, investment managers, estate planners, and strategists work together—rather than in traditional silos—so that we always consider the most complete picture of our client’s wealth portfolios.

No one area can operate in a bubble because so much of your total financial picture is intertwined. Through our processes and our technology, our eyes are constantly looking forward to the future so that we can better evaluate the impact of our decisions today on tomorrow’s outcomes.

TRADITIONAL ADVISOR APPROACH

Sales mentality

Accumulation

Risk/protection

Present tax minimization

One advisor

Set it and forget it

Invest in funds using traditional asset allocation

Traditional approach to risk tolerance based on strategy designed for the masses

Separate departments managing portions of your finances (e.g., CPA, insurance broker, estate planner)

Personal and business assets considered separately

Guidance based on past, historical views

Generic, scalable, inefficient real estate funds

PREVAIL ADVISOR APPROACH

Client-advocacy mentality-focus on intentionality

Creation and preservation

Entire financial life cycle

Tax minimization or elimination over lifetime

Team of specialist for every client

Active, ongoing management/continous analysis

Invest in specific stocks + non-correlated asset classes

Strategic approach customized for each client based on risk tolerance, diversification, and volatility

One, integrated and customized team that work together to help you best create and preserver your wealth

Personal and business assets strategically planned together

Forward-looking guidance based on ongoing analysis

Off-market, sector-specific, direct-ownership real estate

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Forget passive. Forget aggressive. Be smart.

Is this passive approach to your financial future good enough? After 30 years in the wealth management business, we decided the answer was an emphatic “NO!” It’s not good enough for us. It’s not good enough for our clients.

By not accounting for taxes, market volatility, or the other uncontrollable factors we all face, you can end up leaving your financial futures to chance. It’s time to stop accepting the status quo from a wealth advisor who uses an “off-the-shelf,”” tried-and-true,” “set it and forget it” approach.

The “strategy” of riding out the ups and downs of the market isn’t a strategy at all. Although in some cases, it can provide a sense of safety from growth over time, it’s still a passive approach. But when it comes to building wealth, is PASSIVE enough? With this type of approach, you’re paying someone to “check in” on your money…on occasion. Doesn’t it seem like a smarter move to partner with a team that is proactively analyzing opportunities in the market and actively buy and sell the same way they do with their own money?

You Have Risk Management Questions

We Have Some Answers

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Quam elementum pulvinar etiam non. Nibh praesent tristique magna sit amet purus. Augue lacus viverra vitae congue eu. Bibendum est ultricies integer quis auctor elit sed. Tortor pretium viverra suspendisse potenti nullam ac tortor. Viverra orci sagittis eu volutpat odio facilisis mauris sit amet. Consectetur a erat nam at lectus urna. Senectus et netus et malesuada fames. Tincidunt arcu non sodales neque sodales ut. Nibh praesent tristique magna sit amet purus gravida quis. Ultrices neque ornare aenean euismod elementum nisi quis. Potenti nullam ac tortor vitae purus faucibus ornare suspendisse. Velit egestas dui id ornare arcu odio ut sem. Amet nisl suscipit adipiscing bibendum est ultricies integer quis auctor. Enim sit amet venenatis urna. Nunc sed blandit libero volutpat sed cras ornare arcu. Pellentesque dignissim enim sit amet venenatis urna.

Quam elementum pulvinar etiam non. Nibh praesent tristique magna sit amet purus. Augue lacus viverra vitae congue eu. Bibendum est ultricies integer quis auctor elit sed. Tortor pretium viverra suspendisse potenti nullam ac tortor. Viverra orci sagittis eu volutpat odio facilisis mauris sit amet. Consectetur a erat nam at lectus urna. Senectus et netus et malesuada fames. Tincidunt arcu non sodales neque sodales ut. Nibh praesent tristique magna sit amet purus gravida quis. Ultrices neque ornare aenean euismod elementum nisi quis. Potenti nullam ac tortor vitae purus faucibus ornare suspendisse. Velit egestas dui id ornare arcu odio ut sem. Amet nisl suscipit adipiscing bibendum est ultricies integer quis auctor. Enim sit amet venenatis urna. Nunc sed blandit libero volutpat sed cras ornare arcu. Pellentesque dignissim enim sit amet venenatis urna.

We Make Financial Planning Stress-Free!

Our Team-Based Approach is Comprehensive & Easy

1

Learn About You

Your Vision
Your Objectives
Your Opportunities
Your Challenges
Your Entire Picture (ie. Business & personal)

2

Develop Custom Strategies

Based on your unique situation
Leverage our team of experts
Establish wealth creating strategies
Determine ideal source of asset transfer

3

Build Wealth

Agree on and implement strategies
Establish tracking tools
Communicate regularly
Support you with a financial BOD

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