Three Decades of Knowledge and Know-how Crafted for You
As Fee-only advisors, our core passion has always been hands-on portfolio design and management. Your funds are carefully selected from the universe of all retail and institutional investment vehicles. The focus is on placing the most advanced and cost-effective funds into your strategic, globally diversified portfolio. Your success doesn’t rely on our expertise alone either. It’s grounded in decades of groundbreaking research receiving five Nobel Prizes in economics for Modern Portfolio Theory and Behavioral Finance over the last 30 years. Your account will be tailored to your specific needs. WorthWhile Wealth Council™ has no “cookie-cutter” portfolios.
Retirement - Imagined By You
You’ve made it! You’re ready to experience life to the fullest and enjoy your “worth living assets”. You deserve to enter this stage of your life with confidence and ease. Our talent is in listening carefully and closely to bring your dreams into reality. For many this simply means having confidence that your nest egg will not give-out before you do, living the life that you envision. For others, it means making the most of your assets to benefit far beyond yours and your family’s aspirations. In either case, an inexhaustible stream of income is a priority.
We’ve made this journey into retirement and beyond together with hundreds of your forerunners and we’re passionate about sharing our experience. We love setting the stage for honoring your highest values in realizing your best dreams. And, you can rely on empirically validated research applied through decades with loads of client experience. We’ll sort through your options while guiding you to the best choices for your dreams.
Our goal is for you to enter this stage with confidence and serenity – for all it’s worth!
Learn about our Retirement Planning Process
Sustainable Income Process
With a research arsenal embodying three decades of knowledge and practice we’ve managed sustainable income for hundreds of retirees through three bear markets (now our fourth). It’s clear we’re not guessing; we know what we’re doing.
Here’s how we do it. (To watch a video click here)
Knowing what you need to do and doing it everywhere it counts. It’s the confidence that what you’re taking today won’t undo your plans for sustaining those checks for life. It also requires navigating a course that will certainly be challenged by foul weather in the markets. It’s why a skilled, experienced sea crew uses current charts and wisdom for the journey.
Visit the Nerd Closet to delve deeper into our process and more in-depth resources. Are you sure you want to go in here? This may be more information than you bargained for. You have been warned!