The Peridot Wealth Process is our approach to bringing clarity, confidence, and purpose to your financial life much like the peridot stone itself, long recognized as a symbol of prosperity, insight, and harmony.
We begin by understanding what matters most to you: your family, your career, your passions, and the future you envision. From there, we help you make thoughtful, intentional decisions that align your resources with your values and long-term goals.
Your life is multidimensional. A clear, structured process ensures that every aspect of your financial world works together supporting the experiences you want today while preparing for what comes next.
You’re the CEO. We’re your CFO.
You are the CEO of your financial life.
Financial independence means having the freedom to pursue what matters most to you.
As your wealth advisor, we serve as your Personal CFO guiding, coordinating, and preparing on your behalf. We help you focus on what you can control, navigate complexity with confidence, and plan for life’s uncertainties so you can move forward with clarity and intention.
Your role: Pursue what matters.
Our role: Guide, coordinate, and prepare.
What We Can Control, Together
Our Philosophy
Clarity begins with understanding your priorities, values, and decision-making principles.
Our Planning Strategy
Built through collaboration, your strategy aligns expertise with your goals and evolving life circumstances.
Our Process
Through partnership, we create more than a financial plan we build a relationship designed to support you across life stages and generations.
When all eight pillars work together, your financial life becomes integrated, coordinated, and aligned.
The Eight Integrated Pillars
Your financial life — connected, coordinated, and aligned.
- Generational Wealth Investment Planning & Portfolio Oversight
Evidence-based, goals-driven investment management designed to support long-term outcomes across generations. - Estate & Legacy Planning
Supporting multigenerational planning in coordination with attorneys to carry intentions forward. - Managing Risk
Evaluating insurance and protection strategies to address uncertainty and protect progress. - Structured Cash Flow & Income Planning
Designing sustainable income strategies that evolve across life stages and transitions. - Tax Planning
Collaborating with tax professionals to improve outcomes and support informed decision-making. - Opportunities for Philanthropy & Impact Planning
Aligning charitable giving with values, purpose, and long-term goals. - Navigating Transitions
Providing guidance as life evolves—career changes, retirement, family shifts, business events, and legacy moments. - Enhanced Value & Financial Philosophy
Clarifying priorities, purpose, and decision-making principles to guide every financial choice.
Together, these pillars create a flexible, repeatable process that adapts as circumstances change—while keeping decisions aligned with what matters most.
Process, Where Partnership Meets Purpose
A process that lasts, a relationship that endures.
Discovery
We begin with your story, your values, priorities, and goals.
Design
Together, we develop a strategy that feels aligned, intentional, and right for you.
Deployment
We implement the plan, monitor progress, and adjust as life and circumstances evolves.
