The Mayflower ProcessThe Mayflower Wealth Advantage delivers CLARITY, CONFIDENCE, and STRUCTURE.
- CLARITY – Through our detailed financial life planning process, we account for all of your needs to create a personalized, easy-to-understand map that will guide your journey.
- CONFIDENCE – Our disciplined planning process combines goal-based advice with sophisticated financial calculations to create an effective method for you to prioritize important life goals without undue financial sacrifice or overexposure to risk.
- STRUCTURE – This process begins with defining and prioritizing your goals and understanding your financial concerns.
"Good fortune is what happens when opportunity meets with planning."
– Thomas Edison
Our Strategic, Consultative Approach
- Investors should have a choice in selecting the approach for managing their investments
- We customize accounts based on each client's unique objectives
- Our innovative portfolio analytics platform utilizes one of the most customized risk management engines available
- We track different forward-looking metrics and evaluate them against market scenarios to test each portfolio
Our Wealth Strategies
- Investment planning and advisory services
- Multi-generational wealth management
- Risk management
- Philanthropic planning
- Executive compensation and business succession