Value Architects
takes you behind the scenes of a new era in wealth management, where creating meaningful impact and leaving a legacy are just as important as growing financial wealth. In a conversational style that's as refreshing as it is insightful, this book pulls back the curtain on the professionals known as "value architects"- advisors who go far beyond the spreadsheets and investment portfolios. Guided by Roger S. Balser, a seasoned value architect, this book reveals how wealth is about more than just numbers. It's about personal dreams, family values, and crafting a legacy that resonates for generations. You'll discover:
Holistic Wealth Management
- how true financial success aligns with what you value most
Personalized Financial Strategies
- why cookie-cutter plans don't work and what a tailored approach looks like
Legacy and Impact Planning
- the steps to building a legacy that transcends material wealth
Lifelong Engagement
- why relationships that evolve over time are the backbone of effective wealth management
Whether you're a business owner, an entrepreneur, or someone considering their own legacy,
is your invitation to rethink what wealth means. It's time to shift from managing money to creating lives filled with purpose, impact and lasting success.
If you are ready to elevate your financial journey and think beyond the balance sheet, this book is your blueprint.