Pillar Financial Advisors helps successful business owners, executives and wealthy individuals and families achieve their life goals by providing broad-based wealth management services.
We can offer the highest level of personal service because we manage the financial affairs of just a select number of clients with substantial income or assets. At Pillar Financial Advisors we concentrate on each client's unique goals and objectives, whether personal, family or business-related.
We begin the advisory process by getting to know our clients before making any recommendations. We then review each client's financial history, investment portfolio, estate planning needs and other important factors. We work closely with a client's accountant, attorney and other professionals, making full use of their expertise on a client's behalf. We believe collaboration is critical, not just within our staff, but among the client's other advisors as well.
The Wealth Management Process
We help our clients to preserve, protect and grow their assets by developing a customized asset allocation that considers their individual goals and objectives, investment time horizon, need for return and risk tolerance. Once agreed upon, we translate the asset allocation into an Investment Policy Statement - a blueprint that describes a client's financial goals and objectives and a strategy for reaching them.
We develop a financial plan that reflects each client's unique circumstances. Most often that includes the creation of a detailed balance sheet and addresses such issues as estate planning, risk management and insurance needs, effective philanthropy, retirement planning and educational funding.
Together the integrated investment and financial plans provide a blueprint for addressing a client's unique needs.
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