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.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A few strategies that may help you prepare for the cost of higher education.
Try these activities to keep your brain sharp.
When considering life insurance, it's important to understand your options.
Knowing your options when a CD matures can help you make a sound investment decision.
A change in your mindset during retirement may drive changes to your portfolio.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?