Let’s Protect Your Legacy

Managing risk is as crucial as building wealth.

It’s not what you make, it’s what you keep, right?

That’s why, at Franklin Madison Private Wealth, we understand that your journey as a high-earning tech professional involves navigating a landscape filled with both potential and uncertainty.

And so, our Risk Management services are meticulously tailored to align with your conservative risk tolerance while ensuring the protection of your family’s future and legacy.

When it comes down to it, your family’s financial well-being is our priority.

That’s why our risk management approach is centered on creating a protective buffer around your assets, ensuring that your wealth is growing and securely preserved for generations to come.

Here’s how:

• Comprehensive Risk Assessment: We start by thoroughly assessing all facets of risk in your financial life, from market volatility to personal life risks, ensuring a complete understanding of your unique situation.
• Tailored Investment Diversification: Diversification is critical to mitigating risk. Our strategies are designed to spread your investments across various asset classes, reducing the impact of market volatility while still capturing growth opportunities.
• Insurance Analysis and Solutions: Insurance allows you to transfer financial risks from yourself to a third party. That’s why we’ll conduct in-depth analyses of your existing policies and offer solutions for life, disability, long-term care, and liability insurance, ensuring comprehensive protection for you and your family.
• Proactive Market Volatility Strategies: In the fast-paced tech market, being proactive is essential. We implement strategies that anticipate and mitigate the effects of market fluctuations, protecting your investments from extreme volatility.
• Stress-testing for Financial Scenarios: We conduct stress tests on your Life & Wealth Plan to assess how your investments would perform under various market conditions, helping to identify and mitigate potential risks.
• Regular Review and Adjustment: Risk management is an ongoing process. We continuously monitor and adjust your strategies to respond to both the changing market and your evolving life circumstances.
• Educating and Empowering You: We believe in empowering you with knowledge. Understanding the risks and how to manage them is crucial, and we provide the education and tools you need to make informed decisions.
• Strategic Collaboration with Experts: Where necessary, we collaborate with a network of experts, like commission-free insurance specialists, ensuring a holistic approach to our risk management approach.