Don't Settle for the Generic Advice/Investments of Wall Street Banks.
Turn on Sound!!!
WE HELP TO PROTECT WEALTH
IN TWO UNIQUE WAYS:
I.
DEFENSIVE INVESTING DESIGNED TO DAMPEN MARKET TURBULENCE
Our investment disposition favors strategies that are designed to protect your money from protracted market downturns while providing opportunities for growth when the investment landcape is favorable.
All without sacrificing liquidity...
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II.
ESTATE TAX MITIGATION + ESTATE PLANNING COORDINATION
Many people consider estate taxes to be punitive at best, and confiscatory at worst. With changes to the tax code at the whim of Congress, we help High Net Worth individuals potentially offest large estate tax liabilities in order to ensure their financial legacies persist.
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Why Partner w/Peristyle?
ALWAYS HERE
FOR YOU
Your time is limited, invaluable, and not to be wasted.
When it comes to the ongoing monitoring of your progress towards goals, we're not of the "set it and forget it" mentality at Peristyle.
We pride ourselves on being deeply committed to looking out for you and your best interests.
DEFENSIVE
DISPOSITION
Your assets deserve thoughtfulness and care in how they are managed.
As such, we employ an investment philosophy built on the belief that "Defense Wins Championships."
To us, this means utilizing diversification, being flexible, and refining your game plan as markets and situations evolve.
ACADEMICALLY
QUALIFIED
You have high standards for yourself and those you work alongside.
That is why we view academic rigor, professional development, and keen organization as our essential pillars to add value to your life.
At Peristyle, we're not concerned about sales, we're concerned about results.
I. YOUR VALUES
Your values help define how you live your life and view your money.
Taking the time to understand your values is the first step we take with any new client because it helps to inform the guidance that you ultimately receive.
II. YOUR PRIORITIES
Your priorities are unique to your situation and change over time.
Once your values are clearly understood, we help you to assess your priorities. We then collaborate to address your most pressing needs in a manner that makes sense for you.
III. YOUR GOALS
Your goals are both tangible and intangible.
Whether you seek greater financial confidence or more clearly defined pathways towards your goals, you can expect a consultative and collaborative approach from Peristyle.
