Webinar: Becoming a Wealth Architect
Libretto Team
Many portfolios are thoughtfully constructed, yet they are often designed in isolation from the broader financial realities clients actually live with. Clients do not experience asset allocations. They experience whether their resources can sustain their lifestyle, adapt to uncertainty, and support what matters most over time.
This session will explore a total wealth framework that positions the portfolio as one component within a larger wealth structure. By integrating private assets, liabilities, human capital, and future inflows, advisors can design portfolios that provide liquidity, offset risks, and align resources to real-world outcomes.
Join Jeff Coyle, founder of Libretto, to learn how advisors can become wealth architects and:
- Manage clients' total wealth, not just the liquid portfolio.
- Unify planning, portfolios, and wealth management.
- Apply risk management tools to address uncertainty and long-term goals.
Want a preview? Read Jeff's article: Beyond the Portfolio: The Advisor as Architect of Total Wealth.
Important disclosure:
This material is being provided for informational and educational purposes only and nothing contained herein should be considered, or is, investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.
Libretto provides advisory services to registered investment advisors and other professional advisors and does not advise individual clients. Individuals should consult their personal financial advisor or a licensed securities professional before investing.
Libretto LLC (“Libretto”) is an SEC-registered investment advisor; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Information about Libretto, including the services provided, the types of clients Libretto accepts and fees charged, is available on Libretto’s Form ADV Part 2A at www.adviserinfo.sec.gov. For additional information and disclosures, please see Libretto’s full disclosures.