MACRO SKY

BUILD & PROTECT YOUR LEGACY

Private Wealth Management

Your situation is unique, which is why we tailor your financial plan to meet your needs, utilizing strategies the wealthiest families in America have used for decades, to help you build and protect your legacy.

Free Consultation

Protect Your Legacy

You've worked hard to get where you are; you shouldn't have to take unnecessary risks to preserve and grow your wealth. We can help you protect your legacy with strategic financial planning and risk management solutions.

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"The Biggest Threat to Your Wealth (Your Advisor Likely Hasn't Told You About)"

Our Process

  • Understand Your Goals
  • Review Your Holdings
  • Develop a Strategy
  • Plan Your Legacy

Understand

We start by understanding your goals to ensure that any recommendations and strategies that we put together align with your long-term vision.

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Review

Next, we examine and inventory your current holdings including; investment accounts, retirement accounts, real estate, farmland, business interests, precious metals, collectibles, royalties, insurance policies, and any other asset that impacts your financial portfolio.

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Develop

Once we have an understanding of your goals and current holdings, we can start to develop a strategy that addresses your goals, diversifies your portfolio, minimizes your risks, and ultimately helps you build & protect your legacy.

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Plan

The fourth step is to help you plan the legacy that you want to leave behind. We believe that everyone leaves a legacy, but it’s up to you to determine what that legacy will be both personally and financially.

Why Macro Sky?

We differentiate ourselves from mainstreet advisors through;

  • Alternative Options
  • Risk Management
  • Legacy Planning
  • Alternative Options

    Stocks and Bonds are not the only investment options available to you. We believe you should be provided investment strategies that best suit your needs.

  • Risk Management

    No one wants to take unnecessary risks. We help our clients minimize their risks while optimizing growth by utilizing strategic risk management solutions.

  • Legacy Planning

    We believe in proactive legacy planning; spanning to your children's children and beyond. We will help ensure that your financial legacy is tax efficient and holistic.

News & Insights

How Do Royalty Companies Make Money?

After sitting down with a pretty astute investor the other day, he asked how exactly royalty companies worked and how they made money. It made me realize that most people have not been exposed to these companies and their business models. Let’s take a look at how these companies operate and where they are driving their revenue from.

Is Copper the New Oil?

The greatest conductor of electricity known to man is now being compared to oil as a commodity needed to power the world in its transition to green energy/zero carbon emission. While this might seem out of reach at the moment, there are some strategic moves investors can make to capitalize on this transition.

2021 Year in Review

The year was full of economic and political turbulence, but what does it mean for investors moving forward? Let’s take a look at the significant moments month by month followed by a hypothesis and strategy for investing in 2022.