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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
It may help your business be better prepared in the event of the death of a principal or key employee.
Gaining a better understanding of municipal bonds makes more sense than ever.
For some, the social impact of investing is just as important as the return, perhaps more important.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
Do you know these three personal finance sayings?
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.