We take retirement seriously.
But you'll probably have fun planning it with us.
Discover:
A Great Retirement isn't just about math.
It's one of the biggest transitions of your life.
A change of identity. A shift in time.
You might be asking:
What kind of life do I want?
And how can my portfolio support that?
That's where we come in.
See, we ask a lot of questions.
The more we get to know you, the better we can truly serve you and your family.
And then we can discover, together, what your ideal retirement looks like!
Who We Work With
We're a retirement-focused planning + investment firm. That's truly what we love, and what we spend all day, every day doing.
So if you're nearing retirement, or starting to think about it more seriously, we'd be a good fit to chat with.
We work with retirement-minded folks with $2–5M portfolios, with at least $1M of investable assets, as a minimum.
If you don't meet this criteria, we might not be a great fit, but you can always reach out anyway, and we can provide resources for you!
We're just as invested in your amazing retirement as you.
We are looking for people who want more from their advisor, because our aim is to give more than you might expect. We invest deeply in our relationships and work best with people who value this.
Our Clients Are:
Longtime Savers
We tend to work with folks who have accumulated and saved carefully over their working years, and now are often in the position of having more than they need to survive.
We work on understanding the thinking behind the saving, and helping to spend and use resources in a way that feels in line with what you actually care about.
Having Some Ideas
When we hear a passing thought or idea, our ears perk up, and we ask about it. Why?
Because chances are, it might be a key to a great retirement! We support those ideas and help envision pathways to getting there.
Progressive Values
We support progressive folks!
Nothing personal, just a long-held firm value honoring science and the environment (among other things).
Our clients often want to align their investments with those values, and we have some great tools for that.
Our clients are:
Longtime Savers
We tend to work with folks who have accumulated and saved carefully over their working years, and now are often in the position of having more than they need to survive.
We work on understanding the thinking behind the saving, and helping to spend and use resources in a way that feels in line with what you actually care about.
Having ideas about their retirement
When we hear a passing thought or idea, our ears perk up, and we ask about it. Why?
Because chances are, it might be a key to a great retirement! We support those ideas and help envision pathways to getting there.
Left-Leaning
We support progressive folks!
Nothing personal, just a long-held firm value honoring science and the environment (among other things).
Our clients often want to align their investments with those values, and we have some great tools for that.
You'll probably hear us say:
Are you leaving fun on the table?
A Great Retirement isn't just about math.
It's one of the greatest transitions of your life.
A change of identity. A shift in time.
What kind of life might you have? And how will your portfolio enable that?
Explore what 'golden' means to you
Partner with you to achieve it
That's Why We:
Proud Member of:
Why Buoyant Wealth?
Because we think retirement is more than just a money thing.
We believe that retirement is a time in your life when you get to pursue or do whatever you truly want, without work to restrict you.
Discovering that AND planning for it? That's the meat and potatoes right there!
Because we're easy to talk to.
Your financial advisor will help you make some pretty important decisions. And money stuff...gets a bit touchy.
We work to be an inviting and comforting voice in the whole process, so chances are, you'll feel a lot better telling us your concerns!
Because we ONLY do retirement planning.
Remember how you saw "retirement planning" on the list of things the firm will do for you?
We ONLY do that! Because it's a LOT (see here >).
So if you're planning your retirement, you might want a firm that specializes in this upcoming time of your life.
Brendan Dooley, CFP, CRP
Meet Your Advisor
There are a lot of ways an advisor can help with retirement planning.
Fair to say, not too many of them think about it like Brendan does.
Too much wasted time, and resources not going where they should. And by 'should', we mean, where people who worked their whole life for their nest eg
Let's write your next chapter
(and make it a page-turner)
If you want a retirement that feels meaningful and fulfilling, well, so do we! So we should probably meet?
