We all live under the same sky,
But we don't all have the same horizon.
A DYNAMIC PROCESS
We believe that successful investing requires a structured
process
focused on growth, capital preservation and
planning.
Personalized Financial Guidance
We are a dedicated financial advisory
firm committed
to delivering exceptional
service and customized solutions. Our firm works
closely with
individuals, families, and
institutions, collaborating with their advisors to
meet their
unique needs. While our
focus is rooted locally, our perspective is global.
We maintain our independence by partnering with
Commonwealth
Financial
Network, a wealth management firm that offers
advanced technology,
a wide range of
investment options, and comprehensive operational
support.
Additionally, your assets
are securely held through National Financial
Services LLC (NFS),
providing secure
custody and institutional-grade support.
Our Partnership Offers:
- State-of-the-art financial technology
- Extensive investment choices
- Efficient operational processes
- Independent, client-centered guidance
Your Goals. Our Commitment.
Your financial objectives shape your approach to life, and
we are
dedicated to supporting you in achieving them. Our team is
committed
to listening carefully and gaining a thorough understanding
of your
unique situation, needs, and values. This understanding
informs our
interactions, the strategies we recommend, and how we tailor
our
advice. Helping you define financial success and developing
a plan
that
aligns with your life are our top priorities.
A Flexible
Financial Strategy
to Grow with
You
As your financial circumstances evolve, your plan should
adapt accordingly.
Through continuous collaboration
and
open communication, you will receive
timely
guidance and
the opportunity to make necessary adjustments.
Additionally, you will have access to tools via
Commonwealth Financial
Network that integrate
financial
data with personal preferences. Our objective
is to
ensure your strategy remains aligned with your goals at
every stage.
-
Investment Management
We carefully design portfolios tailored to
your individual circumstances, risk
tolerance, and both short-term and
long-term objectives. -
Financial Planning
We assess your financial situation to
identify the most effective strategies for
achieving your priorities and goals. -
Retirement Planning
We utilize advanced planning software
to develop your personalized retirement
strategy, monitor its progress, and make
necessary adjustments to account for
unforeseen circumstances. -
Tax Loss Harvesting
We leverage advanced tools to provide
an automated, integrated, and ongoing
tax-loss harvesting service. -
Estate Planning
We work alongside your legal and tax
professionals to ensure your assets are
transferred in accordance with your
wishes and optimized for tax efficiency. -
Cash Management
Oversee liquidity and cash flow
requirements within a comprehensive
plan that aligns with your overall
financial objectives.
Our Adaptive Wealth Process
We implement a tailored approach
rather
than a one-size-fits-all plan.
Our process involves
a
collaborative
journey of discovery, planning, and
ongoing support.
Our five stage process helps to ensure that your
strategy
remains aligned with your priorities
while
keeping you
well-informed and prepared for
future
developments.
This process promotes clarity and confidence as you
advance in your financial journey, helping to turn
your
aspirations into achievable outcomes.
-
1. Deep Discovery
Gaining insights into your individual financial
circumstances and life objectives. -
2. Strategic Planning
Developing a tailored financial plan aligned with your
personal goals. -
3. Targeted Implementation
Executing customized investment strategies designed
for tax efficiency. -
4. Account Review
Providing thorough oversight and making informed
adjustments as needed. -
5. Continuous Partnership
Engaging in regular, meaningful discussions to adapt
to changes in your life.
Connect
take the first step
Hello
Let's discuss your financial goals
and
how
we can help
Send Us a Message
Team
Daven Kirubakeren
Founder & President
With a background rooted in a family of
entrepreneurs, Daven brings a
combination of
intellectual curiosity and a relaxed approach to
wealth
management. When he is not developing
customized investment strategies,
he enjoys
traveling, spending quality time with friends and
family, and hanging
out with his Great Dane.
Investment Management & Research Team
Commonwealth's Investment Management and Research
consultants work
with us to help ensure
that you
receive prudent investment advice. Team
members
apply their expertise to asset allocation
recommendations and
advanced portfolio
construction while delivering timely insight on
market
opportunities and investment
performance—all so that you can be confident
you're offered the products and strategies to
best satisfy your goals.
The Financial Advisor associated with this website may
discuss and/or transact business only with residents of the
states in which they are properly
registered or
licensed. No
offers may be made or accepted from any resident of any
other state. Please check BrokerCheck for a
list of current
registrations.
Securities and advisory services offered through Commonwealth
Financial Network®, Member FINRA/ SIPC,
a Registered
Investment Adviser. Fixed
insurance products and
services
are separate from and not offered through Commonwealth
Financial Network.
Information presented on this site is for informational
purposes only and does not intend to make an offer or
solicitation for the sale or purchase of any
product or
security. Investments involve risk and unless otherwise
stated, are not guaranteed.
Form CRS © Gistel Advisors All Rights Reserved