MONEY & YOU

"Long-range planning does not deal with future decisions, but with the future of present decisions." 

Peter Drucker

 

YOU'RE # 1

We Love our clients from age 2 to 102!

What's Important to YOU?

Money is a great tool but it is a lousy goal.

Where is your road taking you?

WEALTH MANAGEMENT

"Someone is sitting in the shade today because someone planted a tree a long time ago" 

Warren Buffett

Founded by Kevin Howard, Wealth21 is the culmination of a life long career in financial management.

 

Established in 2000, as the calendar flipped forward to the 21st century, Kevin understood our world was moving into a new era. What had been dubbed as the computer age and then the information age would begin to shape every one of us in ways we had not experienced before. In particular the speed of change would affect every layer of society in every corner of the world. Change would become the operative word every single day. 

 

WEALTH XXI GLOBE

The Wealth21 globe was inspired by the ancient Armillary Sphere. Providing a skeletal coordinate system, external objects can be quantified and base positions can be established. The result provides order and uniformity to a system in continuous motion. 

The early Armillary Sphere provided a model based quantification using the earth as the centre of the universe. 

While seemingly quaint by 21st century knowledge the origin of the Sphere dates back to at least the 6th Century BC. The great minds of the past including Plato, Aristotle, Ptolemy, Copernicus, Kepler, all used the Sphere as a base of fundamental understanding. A tool In constant development, today's knowledge base of geometry, astronomy, science and navigation rests on the Sphere's long and impressive record of achievement and understanding. 

The keystone of the Sphere is identifying the element at the centre and looking out, as it were. Whether it's a road, bridge, building or even a sustainable retirement income, a strong framework consisting of interconnected structural elements is necessary. Applying the strength of the Sphere to Wealth Management, it is the intersection of both quantifiable and qualifiable elements unique to each individual and his/her loved ones. This provides the strength of the financial framework. Personal financial peace of mind, is the prize.

Kevin Howard CFP
Principal 

Financial Strategist

 

 

 

Inquiries

Kevin Howard 

403 777 4077