Discover the DreamCatcher Difference™
Dynamic Wealth Optimization™
The internal and external forces that can affect a family’s wealth – both positively and negatively – are constantly changing. Opportunities to enhance wealth can present themselves at any time. The same is true of risks and other threats that can adversely affect a family’s wealth. Economic, political and social changes all come into play at one time or another. To complicate matters our attitudes about wealth evolve over time. Our goals and objectives also change, as do the time frames within which we can achieve them.
To help our clients navigate the endless cross currents that can affect generational wealth, we employ a unique approach called, Dynamic Wealth Optimization™.
Wealth optimization occurs when you have done everything possible to enhance, protect and sustain your family's wealth. That is the DreamCatcher mission.
Art + Science
Wealth optimization is both art and science. The science part involves logical and complex issues such as portfolio optimization, estate planning and risk management. The artistic side of wealth optimization explores the more creative dimensions such as legacy and retirement planning.
DreamCatcher Wealth Management takes a “whole brain” approach. It provides our clients with a framework that enables them to make smart and thoughtful decisions about the many issues that can affect their family’s wealth.