Why Torch?
For centuries, the torch has represented shining a light uncertain situations. From the Statue of Liberty to Athena, the torch has stood for wisdom, enlightenment, and freedom.
At Torch Family Capital, we strive to light the path to financial freedom. A freedom to pass on a legacy that will live beyond your lifetime.
You’ve worked hard to earn your wealth. Let us work hard to preserve it.
... no copy here ...
... no copy here ...
... no copy here ...
... no copy here ...
“The goal isn’t to live forever, it is to create something that will.” – Chuck Palahniuk
Did you know that over 70% of wealthy families lose that wealth by the second generation? This number jumps to 90% for the third generation. Most often, an absence of both planning and communication is the driving force for the breakdown of generational familial wealth.*
At Torch Family Capital, we make it our mission to develop multigenerational relationships to educate, organize, and strategize the retention of your legacy.
Individuals & Families
From the beginning of your career through retirement, we have strategies to prepare you for the future that you deserve. We can work with your family as a unit to ensure your legacy lives long beyond your lifetime.
Those in Transition
In periods of major transition, it's important to have a trusted professional by your side. From birth to divorce to inheritance, we can help in those moments of change.
Small Business Owners
By taking employee benefits, succession planning and exit strategizing off of their plate, we allow business owners to concentrate on their core priorities.
Women
Financial planning is about more than just money - it's about building relationships. We recognize the unique challenges of navigating a traditionally male-dominated industry and are here to guide you with experience and insight.