Promenade Advisors LLC provides financial planning, investment advisory, and real estate advisory services to clients at all stages of the financial life cycle. Our clients are individuals, high net worth individuals, corporations, foundations, and endowments.
We will help you identify your financial mission, a broad and enduring statement, that identifies the your long-term purpose for creating a financial plan. For example, you might wish to achieve financial independence and avoid catastrophic financial occurrences that could result in financial dependence. We do this for two reasons. First, it ensures a common understanding between us as to why the financial plan is being created and implemented. Second, it provides a basis for the creation of strategic alternatives.
We collaborate with our clients to realize their financial goals and objectives. For example, in the years that our clients are earning income, we focus on asset accumulation through investment growth. During the retirement years we shift our focus to capital and purchasing power preservation. Along the way, we realize that life events happen – marriage, education, vacation, disability, inheritance, divorce, death – which will change the financial status of our clients. Whatever life throws our clients way, Promenade Advisors will be there to assist our clients in planning for these unforeseen circumstances.