Articulate Wealth Group

Let’s build a roadmap to live out your dreams

We thrive on seeing our clients leverage their wealth to live the life of their dreams. 

Managing your assets and overseeing your comprehensive financial picture is just part of what we do. Our mission is to help you articulate your goals and provide a clear roadmap for how to achieve them.   

No matter where you are on your journey or what life throws at you, we'll work tirelessly to create the best strategy for any given situation – no matter how complex. 

The more we know about you and your family, the better we can serve you. Here’s a list of our services. As one client recently said, “If it has anything to do with money or strategy, I'll call you.”

Our core values:

• Impact: We aim to be a positive force in the lives of our clients. We strive to always add value.
• Laughter: We bring joy to our work. We believe collaboration should be fun. We want our clients to look forward to our meetings, not dread them.
• Strategic guidance: We are solution builders, guides and subject matter experts. We believe clarity is freedom. To that end, we help our clients think long-term and make informed decisions that bring them closer to realizing the outcomes they desire.

Who we serve - a national reach

Just because a financial advisor lives near you does not mean they are the best advisor for you. The important thing is having an advisor who understands you, is someone you trust, and is equipped to meet the intricacies of your unique situation.

Having lived in multiple states (New York, North Carolina, Florida, Michigan, Oklahoma, Alabama and Washington!) and abroad in Germany and Sweden, Cole is familiar with many of the associated complexities.

Our clients include: 

• Multi-generational families
• Business owners & entrepreneurs
• Retirees and others experiencing major life shifts
• Estate inheritors, heirs, trust beneficiaries, and those affected by or engaged in wealth transfer  
• Multinationals
• Non-profit organizations, foundations, endowments
• Individuals in:
  • Tech
  • Energy
  • Real estate
  • Construction and construction-related services
  • Entertainment
  • Health & health sciences 
  • Higher ed   

We routinely meet clients via phone and virtual meetings, but also enjoy in-person collaborations. When it makes sense, we travel to meet you at your office, your home or an RBC office location that is convenient for you. Of course, you are always welcome to visit us at our primary location in Palm Desert!

Two ways of working with us

In the past, people employed a broker to manage their private wealth. Today, we do far more. If most of your wealth is tied up in real estate or employer-sponsored plans, you may not need traditional asset management – but you still need a plan and a guide.
1. Fee-only investment planning: In this arrangement, we will create a customized plan, and meet regularly to make sure you are on track, but we do not manage your assets. 
2. Fee-basis: In this arrangement, we manage your accounts for a fee based on the amount of assets at RBC. Wealth planning is included in that fee.
Which arrangement is best for you? Give us a call and let’s discuss!
 

Our investment philosophy & approach

We are dedicated to helping our clients achieve their dreams and recognize each path is unique. We deploy a goals-based wealth planning approach that starts with learning about you and where you are headed. 

Working together, we will identify strategies & implement solutions to help grow your wealth, fund your lifestyle today and tomorrow, and facilitate a legacy that you deem worthwhile. 

How we work together is dynamic and iterative and focused on problem-solving and solution-building. 

We consider all facets of wealth management relevant to your situation.

Read more about our investment philosophy and our approach..

Our core beliefs in working with you: 
We educate. We activate. We solve. We care.