Wealth Management Just Got Easier!
Tell us how you imagine the future. Not just the life you envision for yourself, but the impact you want to have on the world that lies ahead. We work with you to create a worry-free and hassle-free financial planning and investment management experience. Let’s talk about what inspires you to live your best life and leave an impactful legacy.
Wealth Management Just Got Easier!
Tell us how you imagine the future. Not just the life you envision for yourself, but the impact you want to have on the world that lies ahead. We work with you to create a worry-free and hassle-free financial planning and investment management experience. Let’s talk about what inspires you to live your best life and leave an impactful legacy.
Are you saving
enough for your
future?
Create an investment plan to achieve your goals
The Reason We Got into
Wealth Management
Mindset – Money – Motivation
Vision: To “know” that our firm has had a “significant” impact in helping our clients making financial decisions to live their best lives.
Mission: Wealth creation with a human touch to create happier lives.
A Fresh Approach to Wealth Management
Vision – Goals – Strategies – Tactics
Doing
Financial Planning
Planning with Purpose
Let us help you take the worry and
hassle out of financial planning
hassle out of financial planning
Doing
Business Planning
A Better Way to Build a Business.
Let us help you create more value
and freedom from your business
and freedom from your business
Investment Management
Invest in your FUTURE!
Let us
help you invest
for your most important life goals.
for your most important life goals.
Risk Management
Enjoy Today. Protect Tomorrow.
Let us help you protect the money you’ve saved
and earned for your family and your legacy.
What's Your Risk Number?
Get your free portfolio analysis by simply clicking the button below!
Define Your Risk Number
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio
size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll
pinpoint your exact Risk Number to guide our decision making process.
Align Your Portfolio
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal
preferences and priorities, allowing you to feel comfortable with your expected outcomes.
The resulting proposed portfolio will include projections for the potential gains
and losses we should expect over time.
Define Your Retirement Goals
We will also review your progress toward your financial goals by building a Retirement
Map. When we are finished, you’ll better understand what we can do to increase the
probability of success.
Let’s Talk About Risk.
Get Your First Chapters with Worksheets For Free
My Street Money
A Street-Level View of Managing Your Money From the Heart to the Bank
Blog
Money Mindset Meaning: Nurturing Your Financial Soul
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Contact
How can we help?
Questions? Let’s talk. Discover a truly unique approach to wealth managment. Call or contact us online to get the conversation started.
+1 (833) 547-IPWA (4792)
Ready to start now ?
Ready to take charge of your financial future? Get started today with our complimentary portfolio analysis. Discover your risk number and gain valuable insights into your investment strategy. Alternatively, if you’re ready to embark on your financial planning journey, don’t hesitate to contact us. Our team of experts are eager to guide you towards achieving your financial goals. Whether you’re seeking personalized advice or exploring investment opportunities, we’re here to help you every step of the way. Take the first step towards financial success and click the “Get Your Risk Number” button or reach out to us directly through the “Contact” button. Your brighter financial future starts now.
Media
Louis Barajas Has Been Featured On...
Louis Barajas has established a strong presence in the media, being featured on numerous networks, news articles, and podcasts. Recognized as an authority in personal finance, business, and financial life healing, he has captivated audiences with his transformative insights and strategies. Through his appearances, Louis has shared empowering knowledge on how to lead a better life, not only financially but also in terms of building stronger connections with loved ones. With his expertise and guidance, individuals are inspired to embrace a holistic approach to wealth, achieving greater prosperity and fulfillment in all aspects of their lives.
