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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

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Strategies For Managing Student Loan Debt

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Five strategies for managing your student debt.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

How Insurance Deductibles Work

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A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Rightsizing for Retirement

What does your home really cost?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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