Wealth consulting and financial advice
Focused exclusively on life science founders, executives, professionals, and their families
Using our proprietary Science of Wealth methodology, we create tailored “Roadmaps of Success” to guide our clients towards achieving their goals.
Wealth consulting and financial advice
Focused exclusively on life science founders, executives, professionals, and their families
Using our proprietary Science of Wealth methodology, we create tailored “Roadmaps of Success” to guide our clients towards achieving their goals.
Request a consultation or contact one of our advisors.
Science of Wealth
Everyone has unique goals and dreams with different priorities to reaching them.
In our process, we discover exactly what goals you wish to obtain, prioritize them, and then create a roadmap outlining a way to get you from where you are now to where you wish to be — and the steps needed to get there.
We are passionate about helping families with any or all of the 9 areas of wealth
Our goals?
To make your goals #1
- To safeguard the dreams you strive to achieve and the assets you have worked hard to accumulate
- To help families plan for the future they want — as we’ve been doing since 1998
- To help reduce the financial stresses so you can concentrate better on scientific advancements
A building block for growing companies
Life Science Wealth was selected to be a part of the industry collaboration group, Life Science Elite.
Elite is a consortium of companies, each bringing a different vertical to the expanding ecosystem. This partnership along with our “Roadmaps of Success” engages our clients to provide:
- Fractional C-class professionals
- Banking, human resources and payroll
- Corporate real estate, architecture and design
- Business consulting
- Tax and legal services