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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
It's important to understand the pros and cons when considering a prepaid debit card.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Being healthy not only makes you feel good, it may also help you financially.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.