Paul and Meghan
5T Wealth, LLC
in June 1998.
It was the successor to Paul’s original practice that was founded in St. Helena, CA. in 1990. They met in 1997 and found that they shared common values, philosophy and outlook. They have run the company together since inception. They were married in 2002.
5T Wealth, LLC has been the vehicle through which Paul and Meghan have served their clients with a unique philosophy and attitude. It is a totally independent company that is not affiliated with any broker/dealer or parent company.
They believe that gross conflicts of interest, greed, taking too much risk, and lack of substantive controls on the “too big to fail” financial institutions have caused every major financial crisis that has taken place during their careers; and those that came before. Those financial crises often tend to hurt individual investors a lot more than they have hurt the institutions that had a hand in causing them.
Examples include the Savings and Loan Crisis of the late 1980’s and early 1990’s; the Long Term Capital Management Crisis of 1998; the dot.com bust of 2000-2002; and the most recent financial crisis during 2008-2009.
5T Wealth, LLC has been built to help you prosper during the good economic times and to focus on minimizing risk and damage during the bad times. We focus on generating equity market-like returns with much lower risk and volatility than are often experienced in financial markets.
5T Wealth, LLC is a wealth management and family office that was founded with a clear set of values including:
- Our client’s interests always come first. If we serve them well our own success will follow.
- Our assets include our client relationships, our people, our capital and our reputation.
- The loss of any one of these would be difficult to replace, particularly our reputation.
Our values vary greatly from what we perceive to be Wall Street’s values and those of the “too big to fail” financial institutions. We believe that many of the large Wall Street firms are designed to serve management and shareholder interests first. Large proprietary trading accounts for the benefit of the firm have often taken priority over client’s accounts and best interests. These practices may create conflicts of interest.
We think you will enjoy our style which we consider to be the Antidote to Wall Street.