Certified Financial Planner™
We’re passionate at Frontier Wealth Strategies
Our belief and passion are to serve you in a fiduciary capacity, which embodies our role as Certified Financial PlannersTM. We feel the responsibility to sufficiently understand and then consider all the various options available in this complex world is an unfair burden to you, when in reality, this is probably not your current profession.
This is why we are obsessive about educating and collaborating with you on all the options available, so you have a true understanding of how flexible your plan can be as changes in your life happen.
- Protecting your wealth
- Growing your portfolio
- And aligning this back to your values
We want to be your trusted partner, navigating the find best solutions for your financial plan.
WHO WE DO OUR BEST WORK WITH
IMMIGRANTS OR EXPATS
- Concerned with protecting the wealth you’ve successfully built in the US or abroad?
- Want to learn how to avoid paying taxes in more than one country and minimize it?
- Do you know all the ways to structure your Estate plan to best serve you?
WOMEN IN TRANSITION
- Are you considering a career change and need help understanding your options?
- Have you experienced a loss of a loved one and need guidance on how to move forward?
- Are you single again and need an experienced advisor to educate you on your next best step?
- Are you worried about what you don’t know and how that could influence your plan?
AND BUSINESS OWNERS
- Do you have the financial flexibility you want and need?
- Are you making an Impact with your investing for the greater good?
- Are you curious if your retirement plan is on track?
- Do you have protection in place for you and your family?
Here at Frontier Wealth Strategies, we’ve had these discussions with our clients. We welcome having an open conversation to understand what keeps you up at night and bring clarity and confidence that you’re in the right place, with a team who values who you are and inspire you to live a purposeful life.
Our clients want an advisor who listens and learns about you, the client, they serve, and not the other way around. An Advisor who also is a Certified Financial Planner®, which is recognized as a trusted fiduciary in their community, will always put the needs of you above all else.
Trust and an honest commitment to serving you to the best of our ability are at our core. We’re passionate about creating a relationship with each of our clients built upon a true understanding of your values. We also believe wealth is not the only symbol of success. Commitments to family and friends, building up communities, and helping to create a better world are values we hold dear, as do many of the clients who decide to work with us. Our goal is to be the first phone call you make when life suddenly changes and you need that trusted advocate to listen and reassure you, we’ve got this. Then guide you in making the next best step for your life.
Our Certified Financial Planners® are really great at listening and making sure we understand your values, your goals & dreams, and more importantly, your pain points. Our approach allows us to lean in and learn about your unique issues and how you want to live your life. Knowing what is important to you is our priority and with our experience and expertise, we can tailor our recommendations to best suit your needs so you can live an inspired and purposeful life.
WE MANAGE ASSETS FOR INDIVIDUALS AND FAMILIES,
PROVIDING INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES.
Neither Frontier nor its representatives provide tax services or legal advice. Clients should consult their tax or legal advisor concerning their specific situation. Member of FINRA/SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org.
If you’re the kind of person looking to make an IMPACT with the money you invest, we’re the firm to help you accomplish this.
Here at Frontier, we have helped facilitate seed funding for several exciting new start-ups listed below. Some of them are still raising capital for ongoing development.
LEARN MORE ABOUT ALTERNATIVE INVESTMENTS
The world’s only vodka crafted from pristine Tahoe water, a 3-vodka blend that finishes as clean and smooth as the lake it’s named for.
Tahoe Blue was voted #1 Unflavored Vodka in the World at the prestigious Ultimate Spirits Challenge in New York.
Happioh streamlines unproductive meetings into a source of real competitive advantage, enabling workers to connect, catch up at lightspeed, make better decisions, actually remember and act on deadlines, and grow professionally.
VeraScore™ is not a credit score - it’s a financial health score. Credit scoring companies only measure a fraction of relevant data points, making lending riskier and costlier than necessary.
By comprehensively evaluating more financial data points for each individual, and measuring it more effectively, VeraScore provides lenders and consumers with an accurate, predictive method of assessing a consumer’s real financial health.
* These investments are for accredited investors only since they are considered risky. For full disclosure please contact us.