Preventative Wealth Care®


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 creating PWC, which mimics 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 strategy. Being proactive versus reactive can be key to maintaining your financial health. The objective is to enjoy gains when they occur and still enjoy sleep when they don’t.