By separating your investment needs into different categories using Goal-Based Capital Allocation, we help you protect your lifestyle, pursue your luxury desires, and ensure capital is in place to achieve your future aspirations, a lasting legacy and the security of future generations.
The lifestyle capital segment of your portfolio represents the funds needed to sustain you and your family. We focus on what you define as necessary to support your lifestyle; holding all additional contributions separately.
Legacy and luxury capital is the portion of your wealth that will be invested to help enrich your lifestyle and support your family in the future. This can include financing a vacation, buying a new sports car, philanthropic work or leaving a legacy fund for your family.
The final segment of your portfolio is truly defined by you. Everyone’s aspirational goals are different. For some, their aspirations may be developing a new business venture, for others it could be discovering a new project or pastime.
Quinn Cardy Wealth Management