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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
There are common mistakes you can avoid when saving for retirement.
For many, retirement includes contributing their time and talents to an organization in need.
Do you understand these common mobile slang terms?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The federal government requires deceased individuals to file a final income tax return.
Even if you’re young and single, you should still consider protecting yourself.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know how to set up your financial goals for success? This knight does.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
Make your retirement as exciting as your next vacation.
It’s never a bad time to speak with your financial advisor about changes in your situation.