Pillar Wealth Management vs ProcessPlan

Fee-only Private Wealth Management for Successful Founders

Our goal is to sharpen your sense of financial direction in a way that will change your life for the better. When you integrate wealth management with life planning, merging life issues with complex financial strategies, your human and financial capital will both flourish. Here is what we see founders and families like yours striving to achieve:

You want protection that will limit your losses from the markets, economy, taxes, world events, interest rates, family disputes, and legal situations.
You want a predictable income allowing you to maintain your lifestyle. This income may come from payroll, interest, dividends, capital gains, royalties, rents, and passive income.
You want consolidated reporting as part of a strategic plan that can be regularly tracked, preferably each quarter. You want to know what you are invested in, how you are doing, and the choices you have.
You wish to protect your wealth and have a legacy for future generations.
Pillar Wealth Management offers you practical strategies to achieve all this.

Location: Walnut Creek, United States

Process Made Simple

ProcessPlan is a simple cloud-based tool that manages every process in your organization and ensures that each process is followed and executed perfectly every time. With many one-of-a-kind features, powerful automation and detailed reporting, ProcessPlan will have your organization running like a well-oiled machine in no time. Sign up for a free 60-day trial at ProcessPlan.com.