Just as construction plans must take every detail into account, so must the financial plans for your business and personal wealth. Who can you trust with the details?

Who can help you develop a plan to manage your wealth to last a life time?

Putting Everyone on the Same Page

You need many advisors . . . all valuable, capable of working hands-on in a unified effort. The right coordinated effort can give you the needed guidance to help you retain and build wealth.

The right financial advisor must be a team leader, assessing your true financial potential and integrating the wisdom and knowledge of your advisors into a powerful, long-range strategy.

Managing the Project

John Enright and his Custom Wealth Management team are private wealth advisors who make it their business to help families and business owners, most especially developers, contractors and construction business owners, help plan for their financial future.

We help provide unbiased advice and work with your other advisors to ensure that coordination gaps are eliminated and your planning is taken to the next level.

From Concept Toward Completion

How do you envision your financial future? What objectives would you like to accomplish?

Undoubtedly, you would like to become financially independent enough to work when and how you choose, plus you would like to have the ability to endow your heirs through a lasting legacy, and the capacity to support the community and causes in which you believe.

Whatever your goals, Custom Wealth Management's customized financial coordination could make a big difference for your future.

The Planning Process

- Where You Are: A confidential plain English analysis of your business and personal finances

- Where You Want to Go: A determination of your financial objectives

- How To Get There: A practical financial model for risk management, asset growth and wealth creation, accumulation and retention

- A Team Effort to Assist You: A prudent strategy, refined "at the table," with the cooperation and valued input of all of your advisors

The Complete Package

Custom Wealth Management offers fully integrated estate, retirement, investment and business owner planning, as well as:

- Periodic progress reviews and ongoing monitoring

- An explanation of different financial strategies (how they will be applied, how they will work) and the ability to carry out each step to complete the project

Your Cornerstone

Custom Wealth Management becomes your project leaders, planning and implementing the financial steps that will help bring you a better outcome and a greater degree of financial freedom.

Here we are, year after year, to see that your retirement and portfolio are properly structured to help you to retire adequately.

Working with your attorney and accountant, we can also craft a succession plan or buy/sell agreement to help foster the right business transaction.

Custom Wealth Management distills a world of information into a logical course of action for you. By putting service first, and by creating a financial plan specifically for your life, we will earn your trust.

Give yourself the opportunity to plan your wealth to last a lifetime.