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Your Retirement Plan Why Myriad Capital? The Cycle of Investing What Can a Million Dollars Buy You?

Private Wealth Management

Myriad Capital

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. 

 

Helpful Content

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The market is as unpredictable as the weather. We’d love to help you prepare.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

 

Important Birthdays Over 50

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Types of Stock Market Analysis

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Succeeding at Business Succession

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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There are some smart strategies that may help you pursue your investment objectives

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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All about how missing the best market days (or the worst!) might affect your portfolio.

Inflation and Your Portfolio

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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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