ABL Wealth is redefining wealth management through longevity-based decision making driven by a proprietary algorithm that is informed through hundreds of thousands of lives.
ABL Wealth is a part of the ABL family of companies which includes Abacus Life and ABL Tech. ABL Wealth has access to 20+ years of longevity data that has been utilized to transact over $4 billion in major transactions in the secondary market for life insurance.
This history has created a unique approach to wealth management that doesn’t have a historic precedent. Applying a transparent, numbers-based approach to wealth management that includes the entire picture of your clients health, longevity, and financial wellbeing.
As a member of the ABL Wealth team you will have access to our full in-house technology stack, enabling you to provide a superior wealth planning service to every one of your clients.
Our Mission
At ABL Wealth, we help our clients simplify their financial decision-making, empowering them to spend less time focusing on finances and more time focusing on what matters most to them.
By utilizing lifespan and longevity data as a core foundation of our wealth planning model, we create customized experiences that are not available anywhere else.
Traditional wealth planning models often do not consider the importance of effective planning for healthy longevity. Your relationship with your client is incredibly important, so ABL Wealth helps take it to the next level. 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.
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.
