the{wealth}ninja

Wealth management should be a relationship business: We bring a steward’s spirit to our investment management services leveraging an investment partnership approach (we are empowered by fiduciary duty) to long-term investing.

But it is only a starting point of trust and loyalty that is developed through ongoing and proactive client service. In every conversation and transaction, we hope to differentiate ourselves with open, trusted, yet professional communications focused on delivering superior risk-adjusted returns for each client.

Projects

Advice

A Comprehensive Financial Guide

Pain: Trying to find good financial advice is time-consuming and confusing. No one wants to pay for something they don’t know will be of value.

Agitate: There are many out there offering financial advice, but it can be hard to distinguish the good from the bad.

Solution: Our team has created a meticulously researched guide that will help you with your financial goal. Because we believe in transparency, you know exactly what is in each box and what it costs before you buy. It’s all about making smart financial decisions without wasting time and money on expensive seminars from people or firms who have different agendas than your own goals and needs.