Wealth 3.0 Management

Health & Financial Management Done Right

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We want you to live long and well enough to experience your wealth

Take care of your most important assets in one place all within your management fee.

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Wealth 3.0 Management

Health & Financial Management Done Right

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Strategies To Grow, Protect & Experience Your Wealth

Cost efficient investment funds

Tax aware implementations

Multiple risk mitigation layers

Dynamic passive & active investments

Maximize withdrawals capacity to generate cash flow

True diversification of return streams

Personalized Investment Strategies

What makes a good investment portfolio?

Efficient

For any given risk level, provides the mathematically optimal mix of investments that optimizes risk and return. Harry Markowitz won the Nobel prize for developing this concept.

Effective

Accomplishes the goals the investor originally set out to achieve.

Endurable

If an investor cannot adhere to a strategy over the long term, their portfolio is not suitable for them, no matter how efficient it may be.

Values

A good portfolio reflects the investor’s values, while still helping them reach their objectives.

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Our Principles

Fiduciary

We do not earn commissions or profit from recommendations. Our sole objective is to improve your health.

Integrated

Our holistic longevity approach includes a comprehensive assessment of your biological age and pace of aging, together with tailored interventions managed by interdisciplinary experts in longevity, nutrition, fitness, mental performance, and sleep.

Scientifically Validated

Our team of scientists ensures you receive only the best evidence-based care, avoiding misinformation and hype in the longevity field.

Long-term Preventative Planning

Chronic conditions like cancer and heart disease develop over years and need ongoing preventive measures, monitoring, and realistic plans.

Personalized

We tailor solutions to your specific needs and availability. If a plan isn't effective, we'll revise it until it works for you.

With our wealth 3.0 approach, you will:

Reduce stress & enhance mood stability: stabilize your mood for a happier, more balanced life. Lower your cortisol levels.

Optimal body composition: Achieving the ideal body fat percentage will enhance both your appearance and feeling.

Improved sleep quality: Enjoy the benefits of deep, uninterrupted sleep.

Elevated energy levels: Experience less fatigue throughout your day.

Enhanced athletic performance & reduced risk of injuries: Boost your endurance and muscle strength.

Decreased biological age: Prolong your life and maintain health into your later years.

Sharper mental clarity: Boost brain health, enhance focus, memory and overall mental clarity for daily tasks and cognitive functions.

Improved sexual health: Enhance your potential and satisfaction.

Boosted immune system: Strengthen your immune response and enhance your body's ability to ward off illnesses.

How Does it Work?

The Holistify Wealth 3.0 Journey

Cutting Edge Investment Philosophy

Gain access to more efficient investment strategies that were only available to institutional investors.

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Outperformance:

By using Capital Efficient diversified funds you get more out of every $ invested.

Consistency:

By stacking a diversified basket of assets on top of your core portfolio holdings, you generate a more consistent stream of returns.

Lower Risk:

Investing in assets structurally designed to perform differently in different economic regimes provides a smoother ride with lower drawdowns.

Higher Cash Withdrawal Potential:

Greater consistency & lower drawdowns allow you to experience your wealth the way you should.

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Getting To Know The Wealth 3.0 Philosophy

Wealth 3.0 Definition

Wealth 3.0 is a holistic philosophy that integrates financial management with health and well-being. It expands the traditional view of wealth to include not just monetary assets but also physical, mental, and emotional health. This approach emphasizes the synergy between financial security and personal well-being to create a balanced and fulfilling life.

Importance of Wealth 3.0

Adopting the Wealth 3.0 philosophy is essential for long-term success and resilience. By treating health and wealth as interconnected, it ensures individuals can manage risks and opportunities in both areas to promote financial growth, and the opportunities to enjoy it.