Research is clear that our modern-day, high-net-worth, client is interested in holistic financial services. However, different words may be used, such as, “comprehensive” or a “one-stop shop.” These are the two alternatives to the word holistic that are very popular. 

Our experience is that our clients really value holistic financial services. This approach saves time and gives our clients the confidence that we are in touch with their whole financial picture.

One category often affects the next; as an example, it is our duty as your advisors to make sure that we are reviewing tax implications. No one appreciates being hit with an egregious tax bill. Under our model, we view it as our duty to be paying attention to each category of your financial life, not just investments.


  • Covering Essentials
  • Ensuring Lifestyle
  • Adjusting for inflation
  • Lasting a Lifetime
  • Social Security Max


  • Investment Tax Efficiency
  • Tax Loss Harvesting
  • Tax-Free Income
  • RMD Tax Strategy
  • Overall Tax Minimization
  • Stretch Benefit Planning

Holistic Financial Services

  • Money Managers
  • Insurance Professionals
  • Tax Strategy Team
  • Estate Planning Attorneys
  • Social Security Specialists
  • Long-Term Care Specialists
  • Annuity Education
  • Specialists
  • Medicare Specialist


  • Diversification in Market
  • Diversification in Product
  • Balancing Risk vs Safety
  • Managing Volatility


  • Wills, Trusts, Power of Attorney
  • Nursing Care and Costs
  • Estate Planning
  • Charitable Giving


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Opinions expressed herein are solely those of Tencap Wealth Coaching and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tencap Wealth Coaching, an Investment Advisor in the State of Utah. Being registered as an investment adviser does not imply a certain level of skill or training.

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