It’s About Time ~ It’s About You.
The Private Index Wealth Management mission is in our name: Private Index. We believe that getting to know and understand your needs, wants, and long-term goals are vital to develop, implement, and monitor strategies to address your situation.
You have heard of and probably follow to a degree the Dow Jones Industrial Index, The S&P 500 Index, and perhaps the Capital Markets Bond Index, to name a few. The question becomes… what do these or any public index have to do with your goals and risk tolerance? Not much. We have yet to have anyone tell us their financial life goal is to beat (on the upside or downside) published indexes. Everyone’s financial life is, at the personal level, unique and different.
Most financial firms will present a plan – we take this multiple steps further and benchmark your goals to a bespoke model that reflects your comfort zone while being efficient with risk, cost, projections of inflation, and volatility to create your very own Private Index.
We pride our process on creating your index to benchmark your plan to stay focused on the goals identified in the time frame allocated.
We understand the challenges faced. From managing debt to saving for college, from retirement to increasing healthcare costs, from known life events to the unexpected – these challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue and achieve your goals with a meaningful benchmark you can understand and follow.
We are not afraid to challenge conventional wisdom in our approach to engineering portfolios, investing, and preserving wealth. All of our energy, commitment, and efforts are focused on you and your satisfaction.
Our mission is to help you develop your Private Index.
We invite you to have a conversation with us that could change the way you think, feel, and take action when it comes to wealth accumulation, wealth management, and the protection of your assets.
It’s about time ~ It’s about you.
Who We Work With & How We Help
We work with a select group of individuals, families, business owners, non-profits, trusts, and foundations to help build, manage, protect, and transition wealth.
By wealth, we mean comprehensive wealth. We want you to think of the four cornerstones of wealth. We provide services and have access to professionals for these cornerstones, the first being: Investments – we handle all aspects of investment management. Another is banking; we help our clients navigate their cash, credit, lending, and liability management. The third cornerstone is the protection of wealth; we help protect our client’s wealth with risk management strategies, including insurance. And lastly, we help our clients transition their legacy through relationships with professionals in Estate, Fiduciary, and Trust Services.
One may ask: how do we do this? We have a process. We follow a proven, disciplined, rigorous process that we call the Private Indexing Process – this process always begins by listening. By listening to our clients, we learn. By actively listening – we understand our client’s current situation, how they got here, and, most importantly – what they want for now, for their future and the future of their family and for whom they care.
Then we go to work. We study, analyze, test, and model. We consider different ways to help our clients achieve their goals. And when our work is complete, we present our findings and recommendations in plain simple English. No technical jargon.
When we reach an agreement, we put those plans into effect, and our clients know that we do so with our independent, objective, and unbiased advice. They depend on us. We are always mindful of controlling costs and expenses.
We have systems in place that monitor and evaluate the progress of these plans continually. We will make adjustments when major market events happen, changes in tax laws or regulations come about, and inevitably as changes occur in the lives of our clients.
We are proud of what our team brings to the relationship: years of education, our advanced training, and our commitment to ongoing professional development. We bring years of experience, but more importantly than just lessons learned, it is our judgment that we render with great care, skill, and caution.
We also bring to our clients the resources of Insight Advisors, the firm that builds a brighter future for those committed to making smart choices throughout their financial lives. We also draw upon professionals outside of our organization whenever necessary, and we do so with passion, conviction, and dedication to helping our clients succeed. Helping them build, manage, protect, and transition their wealth.
Keith L Becker
Private Index
Wealth Management
of Insight Advisors, LLC
Robert A Goldberg
Private Index
Wealth Management
of Insight Advisors, LLC