Sound Strategies. Optimized Outcomes.
Wealth Analytics redefines how financial problems are solved during life crises by providing financial analysis, personalized wealth strategies, and guidance to our clients.
Did you know? 70% of wealthy families lose their fortune by the 2nd generation!
WORK WITH USTake control of your financial future
Inheritance can be both a blessing and a burden. Along with newfound wealth, many families find themselves in the middle of unwanted friction. Navigate the family financial negotiations and learn how to manage your estate with the guidance from Wealth Analytics.
Need someone to take care of your finances for you? Our end-to-end wealth maintenance and retention services include organizing your finances, setting up bill payment schedules, keeping track of all documentation, and even showing up as your personal representative in meetings with your CPA, attorney, etc.
It's true, changing the way you think about money is a first step to a wealthy life. Our Wealth Experts will teach you how to deal with any unwanted feelings that cause poor financial habits. Get mindful about your money & take control of your financial future.
we're ON A MISSION TO
We guide clients through uncovering their financial feelings so they can really understand what is driving the decision-making process during highly emotional times. By illuminating their past, we are able to create real financial change, provide clarity and offer a pathway to making data-driven decisions so they can protect relationships and resources.
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Victoria is passionate about helping people in transition. She specializes in family estate conflicts and family business dispute mediation. She is also a personal finance expert & Holistic Wealth Consultant, providing financial analysis, personalized wealth strategies, and guidance to her affluent clients.
Through her own life experience, Victoria understands how it feels to lose a loved one to the sands of time or divorce. She knows what it feels like to be faced with a challenging life event that requires action but not knowing where to start.
She works with clients to identify their goals, determine any unique needs or restrictions, assists them in navigating the negotiations and helps them make educated decisions.
She enjoys turning complex concepts into effective action plans her clients can understand & implement.
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