ADVISORY SERVICE
Everything we do is focused on maximizing financial wealth, while minimizing financial risk.
Our members have the unique and complex needs of affluent and multi-generational families. As specialists in wealth creation, preservation and transition planning, Senatus Wealth combines our expertise with the resources of your existing group of advisors to create wealth, reduce and save tax and put you in a position to succeed in achieving your goal - maximizing and transitioning your remarkable level of wealth.
Most wealth management firms focus on products, performance, or process. Senatus Wealth focuses on outcomes. Our difference is not a single strategy or solution—it is how we think, structure, and coordinate capital for families with complex wealth and long time horizons.
STRATEGY BEFORE IMPLEMENTATION
Helping you realize your vision.
We do not begin with portfolios, products, or platforms.
Thoughtful planning starts with a clearly defined outcome—what the family is trying to protect, optimize, or transition. Only then do we design the structures and strategies to support it.
This approach ensures capital is deployed intentionally, not reactively.
BESPOKE, PRIVATE WEALTH MANAGEMENT
Custom advice, excellent service and personal attention.
Our team collaborates with your corporate leaders, tax and legal advisors to create, preserve and transition your wealth.
Your wealth is supported by our multi-disciplinary tax, legal and wealth management team. Our specialized team enjoys the requisite skills and professional experience to help you design and achieve your goals.
PROCESS
Initial, private discovery meeting to orient advisory group, objectives and expectations. Listening to your top of mind goals today to address the opportunities of tomorrow - Bringing a clear perspective, specialized expertise and an action plan you can count on.
Careful, and considerate document review and consultation for all relevant information – Making valuable suggestions that take advantage of opportunities that are consistent with your longer term objectives and plan.
Completion of applicable wealth management, tax, legal, financial and risk management planning. Employing competence, forged over time and through experience with complex financial matters, translated back to you simply.
Consistent, regular collaboration with your family and advisory group to help you enjoy the lifestyle that your financial capacity will afford you and the generations that follow. Bespoke, thoughtful wealth management, completed with meticulous attention to detail, built around you.