Surveys show that 87% of Americans fear running out of money in retirement, while 40% fear retirement more than death. This is a dilemma we wake up every day to eradicate!
At Engrave Wealth Partners, we seek to honor God by educating, leading and serving one another and our client families to make better decisions, thereby improving everyone's quality of life. We have created a fee-only, fiduciary planning process that provides clients an approachable and virtuous space to uncover, create and enhance a values-driven solution to retirement. That process involves in-depth explorations of financial, tax, estate and philanthropic commitments to capture our client's wealth management aspirations so that they can enjoy the retirement they've always dreamed!
With 20+ years of wealth management expertise, our family-oriented firm has served hundreds of hard-working people just like you to successfully secure over $500,000,000 in retirement assets since 2017. As an honest, transparent wealth management partner, we measure our success not only by the assets under management but through the authenticity of our client relationships and the wise, responsive stewardship of their legacy.
As fiduciaries and advice-driven consultants, we move beyond big bank modeling and pledge to be beholden to no one but our client. This allows us to be authentic in developing a personalized plan for each client’s goals.
Our advisors have built years of intellectual capital in order to be key differentiators and value creators for our clients. Supporting this personal component are our advanced technology platforms, which provide intuitive and navigable information for our clients in planning, monitoring, and wealth transference.
We provide inter-generational exploration, education, and preparation for a smooth transition of the wealth creator’s virtues and financial objectives. Our advisors are also of multiple generations to ensure consistent and continual guidance across generations.
Engrave does not impose account minimums, rather we strive to communicate value minimums that saturate every service we provide. We offer customizable tiers of service to fit each client’s needs, and our transparent direct fee programs reflect our client-centric, values-driven philosophy.
We work with you at your level of wealth management understanding, and provide communication that is meaningful without being convoluted or intimidating. Everything we present is clear, concise, and actionable.
We are expanding to provide a comprehensive, fully in-house model of wealth management: tax and accounting advice, insurance counsel and guidance, and in-house Investment Committee to oversee construction of customized portfolios.
You don’t have to feel overwhelmed and ill-equipped for retirement. Live confidently knowing that your wealth is secure and your family’s legacy is protected.Start Your Free Retirement Analysis