“We are stewards, not owners, of our wealth”

                                                                   Stuart E. Lucas

Strategic Wealth Management is a philosophy and approach to wealth building that involves - defining values; setting investment goals; deciding on a time horizon( lifetime or multiple generations); asset, liability, and cashflow management; control of spending; wealth transfer; and, tax and risk mitigation - all coordinated in a strategic, synchronized way that results in the whole being worth more than the sum of the parts.

Strategic Wealth Management is a comprehensive approach to managing wealth productively where synergies come from careful planning and from leveraging a family’s assets in purposeful ways not just for a lifetime or multiple generations.

• Chapter One: Protect and grow your wealth
• Chapter Two: Eight Principles of Strategic Wealth Management