Plan for the Life, Not Just the Number.

Wealth PRISM™ brings a new lens that sees wealth not as a single dimension but as five interconnected ones. Purpose gives direction. Relationships sustain health and happiness across decades of longer living. Intellectual Capital keeps identity intact through every transition. Security and confidence in one’s financial position makes everything else possible. And Mind & Body - because a longer life demands the vitality to live it, not just the financial means to fund it.

Individuals: Built for every chapter

For clients navigating the major transitions of a longer life — approaching retirement, managing inheritance, experiencing health changes, losing a spouse, or planning legacy across generations. Wealth PRISM™ gives advisors the language and structure to have the conversation that actually matters, before the transition, not after.

Families & Founders: Where Every Dimension Intersects

For families and business owners where financial decisions, family dynamics, governance, succession, and personal identity are inseparably intertwined, and where a decision in one dimension inevitably ripples across all the others. The Family & Founders assessment applies the full Wealth PRISM spectrum at the family and business level. Not just at transition points, but across the ongoing, multi-dimensional reality of managing wealth, relationships, purpose and legacy simultaneously.

Wealth PRISM™ is available to advisors through a tiered subscription from individual practice access to firm solutions. It includes a proprietary client assessment, structured discovery tools, and advisor resources informed by leading expertise in longevity, life transitions, and wealth management. Our Partner Programs offer additional coaching for advisors and a comprehensive range of client tools that complement Wealth PRISM™ .