EXPANSIVE PLANNING
As a financial investment firm, the cornerstone of our business is excellent financial advising that navigates our clients to financial wellness. However, because we believe that financial wealth should power a supreme quality-of-life, we go beyond the industry standard.
We operate under a post-modern portfolio theory, incorporating personal health and lifestyle into investment strategies. In practice, we seek to provide best-in-class concierge services that expand your wellness beyond finances to physical, mental and social well-being.
Our clients benefit from our tiered complimentary concierge services model.
Below is a list of our most-utilized services, however we create new partnerships regularly to meet the individual needs of our clients.
Physical Fitness
Personalized, private training sessions with Circulation Provenance fitness experts
Nature-Prepared
Preparing for and managing natural disasters is our unique area of expertise
Life Coaching
Professional mental health experts provide cognition guidance and life coaching
Housekeeping
We partner with the best-in-class housekeeping services so you can maximize your time.
Event Planning
Celebrate life's biggest moments in style with best-in-class planners at Moments by de Stijl
Meal Planning
Our meal service partners will ensure mealtimes are nutritious and stress-free
Art Consulting
Investing in art can be very profitable and enjoyable. Our consultants make both possible
Nanny Services
We partner with local nanny agencies and will help you find the right fit for your family
