Your
Personal
CFO
Together, we’ll create robust wealth strategies that support your ambitious goals.
As “Your Personal CFO,” we focus on understanding your unique wealth components and the legacy you wish to create. We’re here to simplify life’s financial complexities and help you create an enduring impact that aligns with your values.
Let’s Create YOUR LASTING LEGACY
Our team specializes in the art of legacy creation. Helping our clients integrate their desired Family Legacies, Business Legacies, and Philanthropic Legacies into a wealth plan that stands the test of time.
At the intersection of the legacies you wish to create, sits our commitment to you. Experience the CAISSA commitment, where your wealth meets your values.
TRUSTED THROUGH TRANSITIONS
Our sophisticated approach is built for business owners and families that are going through phases of wealth transitions.
During periods of change, you need a reliable partner to help you navigate life’s complexities and ensure the evolution of your wealth attains your legacy goals.
CAISSA’S UNIQUE APPROACH
Triple-Process Approach for Portfolio Resilience and Wealth Management
Our value at CAISSA Wealth Strategies is in our process, not a product. As a dedicated financial advisor firm, we believe in creating a customized financial strategy for our clients by using three key CAISSA processes, Torpedo Proofing our clients’ retirement plans, conducting personal on-site investment due diligence visits, and using a ‘tranches of income’ approach.
Repeatedly Stress testing for potential toxic events, or 'Torpedoes', (such as market downturns, death, disablility, rising healthcare costs or outliving your assets) that could derail our plan.
An overlay process to analyze our investment allocations by segmenting future withdrawal needs into three 'Tranches', or timeframes, and determining the amount of assets needed for the investment portfolio to appropriately fund each tranche, reducing anxiety about getting through the next market dip.
All investments at CAISSA undergo a rigorous proprietary due diligence process (R.U.L.E.S.) by our investment committee before they are selected to be used in client portfolios.
YOUR WEALTH PLAN: CRAFTED FOR CONFIDENCE
Investment Planning
Sleep at night knowing your portfolio is strategically aligned with your wealth plan
Insurance Guidance
Feel secure in recognizing your areas of vulnerability and that you have taken steps to protect them.
Financial Planning
Confidently understand how your asset base and anticipated cash flows are aligned to support your goals.
Estate & Wealth Transfer Planning
Accumulate, manage, and preserve your wealth to support your legacy priorities.
Tax Planning
Forward-thinking strategies with a trusted partner who can provide guidance on taxes and opportunities to maximize your wealth position.
Executive Compensation
Understanding of how to leverage and utilize executive resources to meet your retirement goals.