Developing your plan is the opening movement of an entire symphony. Successive movements i the symphony may emphasize different themes as your goals, values, needs, resources, and obligations change. Warburton Capital will work to anticipate these changes and be with you every step of the way.
What if there were a way to think purposefully about the major wealth management decisions each of us must make? Wouldn’t it be great if someone could explain to us – in plain and simple English – the basics we must know to implement purposeful wealth management?
At last, good news. Written for every person who wants to make work optional and maintain that status, Tom Warburton’s Purposeful Wealth Management reveals a process for ascertaining your uniquely personal goals, values, needs, resources, and obligations, then purposefully orchestrating the five key elements of wealth management – investments, taxation, estate planning, insurance, and charitable intent.
Tom Warburton’s Purposeful Wealth Management is the one and only book you’ll need to have a successful wealth management experience.
Many people today are facing difficult choices in achieving their financial goals and, as well they should, are asking serious questions. Our goal with The Informed Investor is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money. We sincerely hope that it will provide you with a framework for an intelligent approach to making financial decisions that will help you to achieve all your most important dreams.
Warburton Capital Management works with an independent, third party custodian, TD Ameritrade Institutional, which is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients.
To help our clients achieve their goals, we often use the strategies from Dimensional Fund Advisors who build portfolios based on the science of the capital markets, with decades of research guiding the way.