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.

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.