Envision Wealth From
A New Perspective.
Inspired planning. Bold advice. Bespoke investments.
We measure our success by the impact we make in our clients’ lives.
200+
Families Served
Years in Business
$400M
We help individuals and families build financial independence and security with intention, empowering them to pursue their passions, make a difference in the world, and leave a lasting legacy.
At LotusGroup Advisors, we believe in taking care of people. There’s nothing more important to us.
We Partner With:
Our advisors serve as your trusted guide for life’s important decisions, helping you find a pathway to your next success. We focus on wealth management and planning for:
Your Guide to Making Life Count
What does true prosperity look like to you? Is it the freedom to pursue your passions, the security of a comfortable retirement, or the ability to leave a lasting legacy? Whatever your vision, our illuminating guide, “Writing Your Next Chapter,” can develop your passionate idea into a new reality. This transformative resource reveals the essential elements of a sustainable transition plan, offering practical strategies and proven insights that can inform your plan, no matter your next steps.
The videos above feature current clients of LotusGroup Advisors who did not receive cash or other compensation in exchange for their testimonial.
LotusGroup Advisors takes a proactive and dynamic, team-based approach to planning and wealth management to help you build a future-proof roadmap through our independently researched strategies.
Asset Management:
Financial Planning:
Business Tax Optimization:
Risk Management:
Asset Management
We employ a sophisticated blend of public and alternative investments to optimize your portfolio’s performance while minimizing risk, building resilient portfolios that drive growth while safeguarding your wealth. Our data-driven approach ensures that your investments are consistently aligned with your goals and adapted to changing market conditions.
We help you navigate the complex landscape of business taxation, identifying and capitalizing on opportunities to minimize your tax burden and preserve more of your wealth. By staying at the forefront of tax law and leveraging innovative strategies, we ensure that your business is positioned for optimal financial efficiency and growth.
We help you build a resilient financial future by evaluating your risk tolerance and capacity. Our team will assess your unique risk profile, address potential vulnerabilities, and tailor investments accordingly. In addition, we can provide guidance regarding insurance protections, so you can pursue your goals with confidence, knowing you’re safeguarded against life’s uncertainties.
Intro Call
Our journey together begins with an introductory call focused on understanding your financial situation, goals, and challenges. This initial conversation allows us to determine if our services are the right fit for your needs and sets the stage for a productive partnership.
DISC & RISK Assessment
We employ our proprietary DISC assessment and risk analysis tools to gain a comprehensive understanding of your financial personality, risk tolerance, and decision-making process. These insights help us create a wealth management strategy that resonates with your innate financial behavior and risk profile.
Wealth Planning
Armed with a deep understanding of your financial profile, our expert team develops a personalized wealth plan that encompasses all aspects of your financial life. From investment strategies to retirement planning, we create a roadmap designed to guide you towards your short-term and long-term objectives.
In-Depth Analysis & Review Meeting
We present your customized wealth plan during an in-depth review meeting, walking you through our recommendations and ensuring that you have a clear understanding of your financial strategy. This collaborative process allows us to refine your plan based on your feedback and priorities.
Implementation
With your wealth blueprint finalized, our team springs into action, managing the implementation process from start to finish. We capitalize on our industry expertise and strategic partnerships to execute your plan with precision and efficiency, providing ongoing support and making adjustments to keep you on course.
Revisit and Review
Life is dynamic, and things change. We prioritize regular review processes so that your planning and investments continues to be in alignment with your individual needs.
Our Process
Your financial journey is unique, and at LotusGroup Advisors, we believe that your wealth management plan should reflect that. Our 3 step process is designed to provide you with the personalized guidance and strategic insights you need to navigate your financial future with confidence.
Getting To Know You
Getting To Know You
Planning & Implementation
Planning & Implementation
Revisit & Review
Revisit & Review
Step 1: Getting to Know You We begin by diving deep into your world – not just your finances, but your values, ambitions, and the legacy you want to build. Through thoughtful conversation and our proprietary DISC assessment and risk analysis tools, we gain a comprehensive understanding of what truly drives you. These unique insights allow us to align your wealth strategy with your personal financial behavior and risk tolerance. This isn’t just about numbers; it’s about aligning your wealth with your life’s purpose.
Step 2: Planning & Implementation Armed with a holistic view of your goals and our detailed assessment results, our team crafts a sophisticated strategy that goes beyond traditional wealth management. We then present this customized wealth plan to you in an in-depth review meeting, ensuring you have a clear understanding of our recommendations. We consider everything from investment opportunities that resonate with your values to tax strategies that preserve your wealth for generations. Once refined based on your feedback, our implementation is meticulous, allowing you to focus on your passions while we handle the intricate details of your financial world.
Step 3: Revisit and Review Your success is dynamic, and so is our approach. We regularly engage with you to ensure your financial strategy not only keeps pace with your evolving ambitions but anticipates future opportunities. This ongoing dialogue isn’t just about adjusting numbers – it’s about continually refining how your wealth can fuel your vision for the future, whether that’s expanding your business empire, amplifying your philanthropic impact, or exploring new personal frontiers.
Start your transformative financial journey today.
take the first step towards unlocking your wealth potential.