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Planning
5th Street Advisors espouses a
wealth-creation philosophy unique in the
financial services industry. It is our
fundamental belief that a coordinated,
integrated, verifiable and performance-based
total-return oriented approach to wealth
management and creation can only be achieved
by employing a broad array of disciplines.
In the past, financial advisors associated
with banks, brokerage houses and insurance
companies generally only offered product
lines and financial solutions specific to
those legacy industries. In other words,
bankers primarily utilized banking vehicles,
securities brokers used stocks and bonds,
and insurance professionals tended to look
for solutions to clients' needs in insurance
products.
The de facto repeal of the Glass-Steagel Act
in the 1990's greatly altered the financial
landscape in favor of consumers. In
today's deregulated environment, an
independent non-industry aligned provider
like 5th Street Advisors is free to
recommend the most tax-advantaged and
tax-efficient products and vehicles from any
of the traditional platforms of banking,
brokerage and insurance. In 5th
Street's view, this comprehensive,
interdisciplinary approach represents a
superior way of maximizing wealth creation,
wealth protection and total return over time
for our clientele.
Among the tools used to achieve our clients'
goals are:
- Tax-efficient investment vehicles
and financial strategies
- Risk management techniques
- Use of counter-intuitive
thought-processes
- Dispelling commonly-held, but often
incorrect, notions about money
- Use of a non-linear methodology to
maximize savings
- Best-in-class products
- Strategic alliances with
professional advisors such as
accountants, attorneys, and lending
institutions.
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© 2009, 5th Street Advisors, LLC. All
rights reserved. |
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