At ABL Wealth, we help our clients simplify their financial decision-making, empowering them to spend less time focusing on finances and more time on what matters most to them.
ABL Wealth leverages more than two decades of proprietary data and algorithms to inform longevity-based financial decision making. ABL Wealth is redefining wealth management by providing access to uncorrelated insurance-based investment funds and helping financial advisors create more customized plans for clients by applying a transparent, data-based approach that includes the entire picture of a client’s health, longevity and financial wellbeing. We flip the concept of one-size-fits-all longevity planning on its head by focusing on establishing a financial plan that is not based on everyone, but instead, based on your client as an individual.
ABL Wealth has partnered with Dynasty Financial Partners, one of the country’s leading wealth management platforms for independent firms, to offer comprehensive lifespan-based financial planning and investment management services to those seeking liquidity from their life insurance policies. To read more about our partnership with Dynasty, click here.
With Abacus’ acquisition of Carlisle Management Company, which has managed life settlement strategies for institutional investors seeking steady returns with low correlation to other asset classes, Abacus has cemented its status as a global alternative asset manager and origination company.
Members of ABL Wealth have access to our full in-house technology stack, enabling you to provide superior wealth planning services to all your clients.
Our Commitment to Fiduciary Duty
As a Registered Investment Advisor (RIA), our foremost commitment is to meet and exceed fiduciary standards, ensuring the highest level of care and responsibility to our clients. We take this obligation seriously and uphold it through a combination of key principles and practices.
First and foremost, we prioritize our clients’ best interests above all else. This means that we are committed to making investment recommendations that are solely aligned with our clients’ financial goals and objectives. We do not engage in any activities that could create conflicts of interest, and we consistently act in a transparent and ethical manner.
Furthermore, we operate with a duty of loyalty and prudence. Our advisory team diligently analyzes investment opportunities, thoroughly researches options, and applies their expertise to craft well-informed strategies that are designed to optimize client portfolios. We are constantly monitoring the performance of investments and adjusting strategies when necessary, always with the client’s long-term financial well-being in mind.
We maintain a strong focus on providing clear and concise communication to our clients, ensuring that they fully understand the implications of their investment decisions. This transparency extends to fees, risks, and all aspects of the client-advisor relationship.
At our core, we are committed to serving as trustworthy stewards of our clients’ financial futures. Our dedication to fiduciary standards is unwavering, and we strive to foster a relationship built on trust, integrity, and unwavering commitment to the financial success and security of those we serve.
