Preventative Wealth Care®

Prevent problem rather than treat them

What is Preventative Wealth Care®?

It potentially equips investors and financial professionals with a compelling advantage.

Preventative Wealth Care® (PWC) is based on the same premise as preventative health care in that it’s far wiser—indeed, more effective—to prevent problems rather than treat them. Equally important is a forensic approach to risk management, through a focus on non-correlated portfolio construction and exposure to proper asset classes, sectors, and markets. When designing the PWC program to mimic its predecessor, preventative health care, we developed a simple and painless 3-step process for investors to ASSESS, ADDRESS, and IMPLEMENT a clear and purposeful wealth care plan. Being proactive versus reactive can be key to maintaining your financial health. This approach allows you to enjoy gains when they occur and still enjoy sleep when they don’t.