Dauntless Advisory

Wealth and Well-Being Management

 

 

Services

 

The Dauntless Pillars

We Believe the foundation of wealth and well-being is fortified by five “pillars” that support one’s pursuit of purpose – in life and legacy:

financial & retirement planning

We create tailored investment strategies. Dauntless partners with you to identify opportunities, manage risks, and develop resilient plans to achieve your goals, now and in the future.

Traditional & alternative investing

We leverage the full spectrum of asset classes. From equity and fixed-income securities to alternative investments, Dauntless provides access to all appropriate vehicles that protect, diversify, and grow your wealth.

Tax & estate planning

We demystify complex financial matters. Working collaboratively with our trusted partners, Dauntless crafts forward-looking strategies to transform anxieties into meaningful opportunities that enhance personal, professional, and succession efficiencies.

Executive compensation & Benefits

We identify and optimize all forms of compensation. Using an integrated approach, Dauntless considers the entirety of public and private benefits available to you and advises on how to balance and time their contribution to your broader portfolio.

Human performance

We promote personal and professional optimization. To bolster your resilience in pursuit of purpose, the Dauntless network grants access to career enhancement services and resources supporting moral, mental and physical fitness.

Dauntless Process

OUR CLIENT ENGAGEMENT PROCESS EMPHASIZES DISCIPLINE AND PRECISION PRINCIPLES INSTILLED IN OUR FOUNDERS DURING MILITARY SERVICES, AND OUR TRUST-BASED RELATIONSHIPS ARE STEADFAST.

Observe
Mutual Discovery Meeting
A two-way exploratory conversation focused on your unique situation, aspirations, values, preferred methods, and purpose.
 
Orient
Profile Development
Leveraging your inputs, we conduct analysis across all five pillars to develop an integrated approach that deliberately allocates resources with the express purpose of achieving specific outcomes.
 
Decide
Strategy Proposal
We present your strategy for refinement, approval, and commitment and agree to an implementation plan that serves your needs and aspirations in a deliberate manner.
 
Act
Implementation & Execution
Led by your wealth advisor, the Dauntless Advisory team energizes our full network to implement your strategy and execute resource allocations in accordance with your stated goals.
 
Iterate
Enduring Engagement
We meet periodically and when necessary to track progress and address outliers. Our relationship continues in a sequential, simultaneous, and cyclical manner.
 

Our system empowers clients to overcome challenges and seize opportunities confidently.

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