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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
However exciting retiring abroad may sound, it deserves considerable planning.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This worksheet can help you estimate the costs of a four-year college program.
Five strategies for managing your student debt.
There’s a link between debt and stress.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are things you can do to keep yourself safe when you lose your wallet.
The decision whether to buy or rent a home may have long-term implications.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Recent changes in estate tax laws could affect the strategy you have in place.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?