Confidence. Security. Family.
Words that come to us when our
mind wanders to the uncertainties
in our current economy.
We all want it. We worked hard
at achieving a certain degree of
success, only to feel anxious.
Concerned. Worried. How is our
lifestyle supported? What would
my spouse's lifestyle look like if
something happens to me? How
are the kids and grandkids going to
flourish in this environment?
"The definition of insanity is doing the same thing over and over again and expecting different results." -Einstein
Managing Financial Risk.
Many of us think we are doing it. Few in actuality, are, let alone know how to do it. Nor do most advisors. And the problem
is we only find out our vulnerabilities when it is too late. Thoughtful institutional portfolio management that works.
Managing Sustainable Family Wealth.
Managing wealth within the family is not all about the money. Money is important, but clarifying and communicating
Expectations, Accountabilities, and Responsibilities are critical. Family meetings where what it means to be a family
member and the creating of family operating agreements are vital aspects of flourishing, thriving families.
This is what we do. - and do Well...
We are USAdvisory Group. A small, private family advisory firm with a national reputation working with select individuals and family
businesses owners concerned with managing and preserving wealth, and enabling flourishing family values.
If you would like to explore raising the bar... see what else is out there, give me a call, personally. Rick McDonald. I founded this company
because I know what it means to create long term financial sustainability. Confidence. Family security. Financially Sustainable lifestyles. What
it means to create enablement, not entitlement with future generations. We are unique. Our successes speak for themselves for those we
serve. Particularly in portfolio management. And clarity of family legacy.
U. S.
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USAdvisory Group
781.246.0222
USAdvisory.com
301 Edgewater Place, Suite 410, Wakefield MA, 01880
4/3/13 3:02 PM
