Services
Insurance and Asset Protection
Insurance policies protect you from certain risks and are critical to preserving your wealth. We regularly review insurance coverages to help ensure our client’s net worth is protected, including life, health, disability, property, and casualty, to see if your coverage is sufficient and appropriate.
Investment Management
Our advisor team helps you preserve your wealth and achieve your financial goals. Instead of offering you a predictable portfolio allocation, we first create a financial plan to provide context that informs the appropriate investments, allocations, and customized strategies for your unique situation.
Estate Planning
When it comes to the people, organizations, and institutions that matter most to you, transferring your wealth takes careful planning and preparation. Our wealth planning team takes time to understand the specific objectives you’re trying to accomplish in determining how your estate will be distributed after you are gone.
Tax Planning
Our team understands and identifies proactive strategies to help minimize current and ongoing income taxation. We consider the tax implications in all facets of the wealth planning and asset allocation process, and partner with our clients’ tax advisors to help preserve and grow their wealth.
Financial Planning
Providing you the freedom to focus on what truly matters starts with understanding where you are today and your future financial goals. A financial plan provides the framework for your wealth, giving you a point of reference that outlines how you intend to meet your financial goals.
Philanthropy and Social Good
For those charitably inclined, we can recommend ways to leverage your money to make it go further, allowing you to give more. Whether giving now or in the future, bundled or incrementally, we can help you maximize the value of your gifts while minimizing taxes.
Insurance and Asset Protection
Insurance policies protect you from certain risks and are critical to preserving your wealth. We regularly review insurance coverages to help ensure our client’s net worth is protected, including life, health, disability, property, and casualty, to see if your coverage is sufficient and appropriate.
Investment Management
Our advisor team helps you preserve your wealth and achieve your financial goals. Instead of offering you a predictable portfolio allocation, we first create a financial plan to provide context that informs the appropriate investments, allocations, and customized strategies for your unique situation.
At the one year anniversary of your investment Pax Mentis Wealth will protect your principal invent through a Loan To Value model. Through partnerships we have within the industry.
Set Up Fee
This set up fee takes care of setting up portal and making sure you receive all updates along with managing your money to make sure that it grows efficiently. We are experts at what we do so this one-time set up fee is to cover our administrative costs that include our added protections of privacy.
7% Maintenance Fee
As a company, we are charged for withdrawing money every-time a payout is due. This small fee covers the merchant charges.
24% Annual Growth
According to the FDIC, the national average interest rate on savings accounts currently stands at 0.05% APY. This applies to both average and jumbo deposits (balances over $100,000). So what does that tell you? That our program will be generating more profit for the value of your money.
A debt fund refers to a mutual fund, an exchange-traded fund (ETF), or any other pooled investment offering whose underlying investments chiefly contain fixed income investments. Our core strategy is built around hard real estate assets that are assessed in an opportunity Zone
Fees on debt funds are lower than those associated with equity funds because their management costs are inherently lower. Which is why we only charge a 6%, withdrawal fee because it gives us leverage to reinvest additional money that’s earned back into the debt fund.
Investors interested in debt fund options can choose between passive and active products. Meaning we will be adding additional investments as we grow the debt fund.
The policy allow micro investors to make 1 withdrawal per quarter within the following months
Hedge Funds
Hedge funds are alternative investments that use pooled funds and employ a variety of strategies to earn returns for their investors.
Private Equity Funds
Private equity funds more closely resemble venture capital firms in
that they invest directly in companies, primarily by purchasing private companies, although they sometimes seek to acquire controlling interest in publicly traded companies through stock purchases.
Pax Mentis Wealth
Is more of a Private Placement Fund where we combine the hedging and equity portfolios together to create an innovative reasonable return with investing in innovation and hard assets.
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