Welcome back,
Valued Client
$8.72M
$8,715,195.58
As of April 24, 2025 08:28:47 PM
Account Overview
Total Net Worth
$38M
As of April 24, 2025
YTD Portfolio Growth
12.5%
Outperforming S&P 500 by 1.7%
Risk Profile
Conservative
Last reviewed: March 25, 2025
Next Scheduled Review
May 24, 2025
With: Sarah Johnson, CFP
Tax-Optimized Savings
$758K
Projected for fiscal year 2025
Exclusive Opportunities
Limited Partnership in Hedge Fund
Limited availability
Asset Allocation
- Stocks: 40% ($15,156,861.87)
- Bonds: 25% ($9,473,038.67)
- Real Estate: 20% ($7,578,430.94)
- Cash: 10% ($3,789,215.47)
- Alternative Investments: 5% ($1,894,607.73)
Good evening, Valued Client!
Consider philanthropic investments to optimize your tax strategy.
Motivational Quote:
The only limit to our realization of tomorrow will be our doubts of today.
Wealth Affirmation:
Financial abundance flows easily to you.
Financial Tip of the Day:
Invest in index funds for long-term wealth building.
Performance Overview
YTD Return: 12.5%
1 Year Return: 18.7%
3 Year Annualized: 15.2%
Benchmark (S&P 500): 10.8%
Wealth Calculator
Future Wealth: $0
Achievements
Wealth Vision Board
Dream House
Luxury Yacht
Philanthropic Goals
Exclusive Offer: American Express Centurion Card
As a distinguished client, you're invited to apply for our most exclusive card.
- No pre-set spending limit
- Complimentary access to 1,400+ airport lounges worldwide
- 24/7 dedicated concierge and travel service
- Automatic Platinum Elite status with Marriott Bonvoy and Hilton Honors
- Annual $200 airline fee credit and $200 Uber credit
- Exclusive access to Centurion Lounges and events
Financial Goals
Financial Health Score
- Credit Utilization: Excellent (10%)
- Payment History: Perfect (100%)
- Account Mix: Very Good
- Credit Age: Excellent (15+ years)
Upcoming Scheduled Transactions
Quarterly Taxes Payment
Due: May 9, 2025
Luxury Investment Property Mortgage
Due: April 25, 2025
Dividend Payout - AAPL
Due: May 2, 2025
Yacht Maintenance Fee
Due: May 16, 2025
Private Jet Lease Payment
Due: May 24, 2025
Recent Transactions
| Date | Description | Amount |
|---|---|---|
| 2024-03-15 | Investment - Vanguard Total Stock Market ETF (VTI) | -$250,000.00 |
| 2024-03-10 | Real Estate Acquisition - 123 Luxury Lane | -$2,500,000.00 |
| 2024-03-05 | Dividend Payment - Apple Inc. (AAPL) | +$75,320.00 |
| 2024-03-01 | Wire Transfer - Offshore Account | -$1,000,000.00 |
FDIC Insured: Up to applicable limits
Account Number: ****7890
Routing Number: 021000021
SWIFT Code: CHASUS33
Account Type: Private Wealth Management
Branch: New York - Park Avenue