When you entrust us with your investments, our focus is on clarity, discipline, and transparency. We combine institutional-level resources with personalized service.

We combine institutional platforms, independent strategists, and fiduciary guidance to align your portfolio with your life.

• Tailored portfolio design based on goals and risk tolerance.
• Access to institutional money managers and third-party strategists.
• Ongoing monitoring, rebalancing, and performance review.
• Portfolio adjustments designed to adapt as your circumstances, priorities, and long-term objectives evolve over time.
• Clear, written explanation of how each allocation supports your goals.

When specialized oversight is warranted, a CFA® or strategist team may be engaged.
A minimum investment typically ranges between $550,000 and $1,000,000 for CFA-level oversight.*

Four Levels of Oversight:
1. Strategic Planning & Risk Assessment
2. Asset Allocation & Manager Review
3. Portfolio Construction & Monitoring
4. Ongoing Goal Alignment

Investment Choices That Fit You:
• Unified Managed Accounts (UMAs) — Multi-manager portfolios for diversification and simplicity.
• Separately Managed Accounts (SMAs) — Direct ownership and tax customization.
• Fee-Based Accounts — Transparent alignment; when you grow, we grow.

We believe advisory fees should reflect ongoing responsibility, judgment, and accountability — not simply asset size. Our advisory fee is designed to remain consistent because effective wealth management requires continuous oversight and informed decision-making as circumstances evolve.

We don’t chase performance — we manage risk, discipline, and alignment with your long-term goals.
Our success grows when yours does.

• Transparent fee structure
• Institutional access, personal care
• Continuous oversight
• Fiduciary commitment

Wealth preservation is an important part of wealth management, especially as your financial picture becomes more complex and the focus shifts from growth alone to protection, tax efficiency, and long-term stability. A thoughtful preservation approach can help reduce unnecessary risk, support smarter decision-making during major life transitions, and strengthen how your assets are positioned, protected, and transferred over time. Preservation planning often includes strategies around taxes, estate organization, insurance planning, and long-term care considerations—designed to help you safeguard what you’ve built and align your financial plan with your goals.

Learn More about Wealth Preservation Strategies with our in-depth guide!

Take a quick Risk Tolerance Assessment to confirm your portfolio’s allocation matches your goals, financial capacity, and comfort with market volatility—so you can stay disciplined through inevitable ups and downs.

Click here to learn more about risk tolerance and how aligning your strategy can help keep your long-term plan on track.

Build a strategy you can stick with—one that aligns your allocation, diversification, tax planning, income needs, liquidity, and risk management with your goals and life stage.

Click here to learn more about investment strategy & styles and how a disciplined, goal-aligned framework can help you stay confident through changing markets and life transitions.

Learn how Ametrine Wealth Strategies coordinates with independent professional trustees to ensure trust oversight remains aligned with ongoing investment management and comprehensive financial planning.

Build a clear financial plan that connects your goals, cash flow, investments, taxes, and legacy priorities into one coordinated strategy—so you can make decisions with confidence as life evolves.

Click here to learn more about financial planning and how a structured plan can help you stay on track through every stage and market cycle.

Turn market volatility into a potential tax advantage by using tax-loss harvesting to offset gains, reduce taxable income, and improve long-term after-tax returns—while staying aligned with your investment strategy.

Click here to learn more about tax-loss harvesting and how a coordinated approach can help strengthen your plan over time.

Reduce “tax drag” and keep more of what your portfolio earns by using a coordinated approach to tax deferral, tax-advantaged income, and tax-aware investing decisions.

Click here to learn more about managing tax consequences and how aligning taxes with your investment plan can strengthen long-term wealth preservation.

Protect your intentions across generations by understanding when a professional trustee may be the right choice—bringing fiduciary expertise, neutrality, and long-term continuity to trust administration.

Click here to learn more about professional trustees and how Ametrine can coordinate trust oversight with ongoing investment management and planning.

Know exactly where your performance data comes from—and how to interpret it—so the numbers support smarter planning rather than emotional decisions.

Click here to learn more about performance reporting and how Ametrine helps review official reports from Osaic and custodians in the context of your goals, risk, and long-term strategy.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

This material is for educational purposes only and does not constitute individualized financial, investment, or tax advice. Ametrine Wealth Strategies offers advisory services through Osaic Wealth, Inc., member FINRA/SIPC. Fees and costs vary depending on the platform and program selected. Clients should review all fee schedules, disclosures, and agreements prior to engagement.

References to third-party studies (Financial Engines/Aon Hewitt, DALBAR, Morningstar, Vanguard) are based on publicly available data. These organizations are not affiliated with Ametrine Wealth Strategies or Osaic Wealth, Inc. Past performance is not indicative of future results. Diversification, asset allocation, or professional management cannot eliminate investment risk or guarantee returns. Employer plan structures vary; eligibility for SDBA access must be confirmed with your plan administrator.

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