Explore Our Solutions
Wealth Management and Financial Planning
smartlife™ is designed around you, your values, and your life, to create a better, more holistic financial planning experience that is flexible enough to adjust and/or change as your path does. By engaging with your plan and acting with intention, you take proactive steps towards attaining your goals and vision by design, rather than by default.
smartlife™ Access
smartlife™ Access is our introductory level into Corbett Road Wealth Services. Our Wealth Managers offer situational client-driven advice and assessment, annual review of accounts, and can be used as a sounding board for all financial matters.
smartlife™ Access offers the following:
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Recurring Reviews
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Monte Carlo & Cash Flow Analysis
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Asset Map®
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Nitrogen
smartlife™ Wealth
The smartlife™ Wealth experience offers all of the features of Access while also providing for additional reviews, advice, active coaching, education, and an accountability partner throughout the year to help ensure you execute your vision.
smartlife™ Wealth helps you create your vision, overcome roadblocks, and execute on your life goals in three phases:
DISCOVER
Wealth Discovery
Life Index
PLAN
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Wealth Plan
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Purpose and Values
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Goals and Action Steps
ACT
HorizonView™
Kinetic Advice™
Education
Coaching
Accountability Partner
Investment Management
Corbett Road offers tactical, active, and passive investment solutions. By combining traditional asset allocation with tactical strategies, we can home in on a risk target specific to you and include portfolio elements that enable you to be more proactive, reactive, and adaptive to changing market conditions.
The seamless integration of tactical, active, and passive strategies is what we call crfusion™. We establish guardrails around your maximum and minimum risk parameters, providing a customized solution that considers positive and negative market fluctuations.
Tactical Strategies
Tactical strategies have the ability to shift the allocation more favorably to stocks, fixed income, or cash at any time depending upon the health of the market.
Active Strategies
Active strategies remain in their original allocation, but will change the underlying investment based on fundamental analysis.
Passive Strategies
Passive strategies are designed to maintain their allocation regardless of market conditions.
crfusion™
crfusion™ allows a client to invest in a customized and targeted solution that considers both the positive and negative fluctuation that occurs throughout the market cycle.