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.