We recognize that every aspect of your financial life is interconnected and offer clients a bespoke, intuitive and quantified perspective on their financial decisions. Discover our holistic and personalized services.

ORGANIZE FINANCIAL COMPLEXITY | VISUALIZE THE IMPACT OF EVERY DECISION | MONITOR PERFORMANCE | ACCESS SECURE REAL-TIME DATA | OPTIMIZE CORPORATE BENEFITS

Strategic Planning for TODAY, Not Just Tomorrow

We help you ask better questions about your life path and current financial decisions, and our transformational process will help empower you by providing tools, frameworks and guidance designed for today and all your tomorrows.

Organize Your Financial Complexity

We simplify your complex finances, analyze your future goals and factor in potential risks to your financial wellbeing. Enriched by our sophisticated tools and decades of industry experience, we create complete financial transparency, helping you make the true impact of every business or life decision.

Personalized Goal Planner

As our lives & careers progress, so too does the number of accounts under our financial umbrella. By providing client industry-leading technology, Aurelius is able to provide clients with real-time, on-demand access to easily add, personalize, and track progress towards their financial goals.

Cash Flow Analyzer

Managing cash flow across multiple income sources and cash accounts is a time-consuming and arduous process. Our approach helps simplify our clients’ monthly cash-flow to help identify current liquidity and facilitate large purchase savings

Legacy Builder

Interactive distribution and estate planning tools to maximize the longevity of your savings and optimize leaving a lasting legacy to those important to you.

Visualize The Impact Of Every Decision

Explore every possibility. Combined with personal guidance, our suite of client-forward technology allows you to explore different scenarios to gain a deeper understanding of how your decisions today, and changes in the macroeconomic environment can impact your goals. You can visualize the projected impact of recommendations in real time, providing valuable insights to help you make informed and outcome-driven decisions. Whether you are contemplating a career change, a new home, funding education, or planning for your financial independence, you’ll have the framework for clarity, confidence, and control.

This hypothetical example is used for illustrative purposes only and is not representative of actual results.

Monitor Your Investment Performance

Where purpose meets progress. Proactively manage your planning and monitor your investment performance, leveraging the power of real-time data aggregation. With security and privacy, link your existing financial institutions, for on-demand financial accounting and performance reporting. Our team’s attention to detail ensures you’re alerted for important dates, portfolio changes, or performance-driven milestones. Our financial management oversight keeps you responsive to changes in the market, and on course in the pursuit of your financial objectives.

 

This hypothetical example is used for illustrative purposes only and is not representative of actual results.

Access Secure Real-Time Data

We make your financial picture and investment data more accessible- and more private. At Aurelius, we take the security of your Personal Information seriously. Our advanced security and encryption ensure that your data is guarded against theft, misuse, or alteration. You’ll get real-time insights and experience financial planning innovation that’s faster, easier, and above all, safer.

Optimize Your Corporate Benefits

Your corporate benefits package is more than a checklist. It’s an opportunity to maximize the value of what’s available when coordinated with your personal planning. Traditionally, there are benefits from the employer retirement plans, health, and group life and disability coverage. Where other advisors lean out, we lean in here. You are you, not the group. With our guidance, we’ll review the finer details, exploring what options make the most sense for your unique situation. Our professional advice extends to guidance on equity awards, from stock options to deferred comp plans, and from executive benefits to pension plan strategies to optimize the value of your group and executive benefits.

A Collaborative, Value-Driven Process

Our tailored approach considers your unique situation and integrates liquidity, tax optimization, and corporate benefits, to create a comprehensive, fulfilled strategy. Whether you are looking for support or are exploring where our unique value can complement your existing planning, we offer a mutual evaluation process:

01 UNDERSTANDING
What’s Important to You
Our first meeting is focused on establishing a genuine connection and understanding what’s important to you. We take the time to provide personalized insight into how and when we can add value.
02 EVALUATING
Your Progress & Our Process
We'll integrate your priorities in a sample plan that reflects your unique financial story. Through a personalized demonstration, we assess your current planning and our capabilities so you can experience what to expect from partnering with us.
03 STRATEGIZING
Personalized Plan & Next Steps
We'll create a personalized plan that aligns your goals with education, observations, and tailored recommendations. Through continuous monitoring and proactive communication, we'll continually adapt and optimize your plan.

Partner With Us

Our mission is to understand your wealth vision and make it a reality. With Aurelius, you get value, honesty, and commitment to your financial success as the priority, every step of the way. Schedule your complimentary consultation to explore our partnership options.

REQUEST A CONVERSATION

LA

1925 Century Park E, Suite 1700
Los Angeles, CA 90067

NYC

2 Park Avenue, Suite 300,
New York, NY 10016

SOFL

2600 N. Military Trail, Suite 420,
Boca Raton, FL 33431

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