We want our clients to find joy in the journey and maximize every stage of life and, for us, retirement planning is no different. Retirement is an ever changing and fluid process at Greycliff Wealth Management. Current resources, savings rates, asset allocation and desired spending are just a few of factors our team utilizes when helping clients incorporate the resources they need for a comfortable retirement.

Financial Planning is personal. At Greycliff Wealth Management, we understand that at each individual client has a unique set of goals, objectives and resources. We pride ourselves on developing an understanding of each client personally so that we can better guide them toward achieving their goals. Financial planning can be tricky. As with all our customized plans, we start by gathering as much data as we can about your current financial picture such as, current income, expenses, assets and lifestyle.

Through our relationships with Schwab Institutional and CAIS Group, we provide broad access to a wide selection of alternative investment strategies including hedge funds, private equity, private credit, real estate and structured notes, allowing our clients to capitalize on opportunities that are often unavailable to the retail investor. By using alternative investments in your portfolio, we can lower portfolio volatility, as well as overall correlation to the broader markets.

Detecting patterns is an ability we develop early in infancy and refine by experience throughout human life. Categorization is an important part of how we learn and make optimized decisions when faced with multiple data points. In the crypto world, with over 10,000+ coins, there is an increasing need for a rigorous classification system to structure informed and thematic investment decisions.

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