Private Wealth Management
Myriad Capital is an independent, privately owned firm with a singular focus on comprehensive wealth management for busy professionals, families, their family businesses, and their trusts.
As a private firm, we are in one business only: private client wealth management. Few investment decisions are as important as a comprehensive financial plan. It is the blueprint for your investment, legacy, and tax plans. Our multi-step process involves understanding specific client goals and developing, implementing, and monitoring a customized wealth plan to achieve those goals.
Our commitment is to help select individuals and families to grow and preserve their wealth. We strive for multi-generational planning and think of generations, not quarters.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A few strategies that may help you prepare for the cost of higher education.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Here are five facts about Social Security that are important to keep in mind.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
That big list of dreams and goals isn't the only way to look at your bucket list.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?