The Process

The Process starts with a discussion about your goals and objectives.

Next Generation Wealth Management

Focus is on performance and the solution. Must separate the components of Financial Planning and Portfolio management. The firm must be modular to provide best fit solutions. Think of it as 

a financial PPO instead of a financial HMO. That's why we separated the two and created MAIN STREET and WALL STREET. These are very different places. On MAIN STREET we created AMFM - Alpha Matrix Finnancial Manager - to "fine Tune your cash flow and financial picture"

On WALL we created the AMPM - Alpha Matrix Portfolio Manager - To maximize investment performance and to provide the opportunity to generate real returns AMPM 24/7.