Curated Investment Access
Concierge Wealth Services
Enjoy a high-touch client experience and access to carefully vetted private investment solutions not typically offered through conventional channels. These opportunities—available to accredited or qualified investors—are selected with an emphasis on long-term alignment, diversification, and risk management.
What “Curated Access” Means
Curated access emphasizes process over promotion. Rather than steering toward any single product, the focus is on a documented, research-driven framework that evaluates potential opportunities through objective criteria—strategy fit, risk profile, liquidity, governance, and alignment with stated objectives. This approach seeks to balance capital preservation with the potential for long-term growth while maintaining clarity on fees, reporting, and operational controls. We do not offer securities or investment advice; if appropriate, introductions are made to a respected, independent SEC-registered investment adviser for evaluation under their regulatory framework.
Alignment & Objectives
Clarity on goals, constraints, liquidity needs, and time horizon comes first. Each potential exposure is assessed for the role it is intended to play within a broader plan.
Risk & Diversification
Consideration of drawdown sensitivity, correlation structure, and regime behavior helps determine whether an exposure enhances diversification or duplicates existing risk.
Operations & Governance
Transparency around costs, reporting, controls, and service providers supports informed decision-making and ongoing accountability—key pillars of institutional practice.
Who This May Be Right For
- Accredited or otherwise qualified investors seeking access to private-market solutions.
- Families and entrepreneurs who value documentation, risk awareness, and transparency.
- Clients aligning portfolios around purpose-built roles: growth, stability, inflation defense, liquidity.
When This Access Helps
- When you want a second-opinion review of risk, liquidity, and diversification.
- When you prefer a research-driven introduction process over product pitches.
- When governance, reporting, and ongoing accountability matter to your family office needs.
Our Role & How Access Works
- Brief Conversation: We discuss goals and confirm qualifications for access.
- Introduction: We connect you with our independent SEC-registered investment adviser partner.
- Evaluation: The adviser—not us—assesses objectives, constraints, and suitability under their regulatory framework.
- Decision: Any engagement, fees, and implementation occur solely between you and the adviser with full disclosures.
Request a Confidential Conversation
Explore whether curated access aligns with your objectives. We’ll confirm fit and, if appropriate, facilitate an introduction to the adviser for a deeper review of process, disclosures, and next steps.
Request Information & Qualification Review
Secure form submission. We’ll follow up with next steps.
Curated Investment Access — Frequently Asked Questions
What is Curated Investment Access?
A high-touch way for qualified clients to explore private-market opportunities through an introduction to a respected, independent SEC-registered investment adviser.
Do you provide investment advice or recommend products?
No. Our insurance firm does not offer securities or investment advice. We never recommend specific investments. If appropriate, we introduce you to the independent SEC-registered adviser.
Who is eligible?
Access is generally limited to accredited or otherwise qualified investors under SEC guidelines. Final eligibility and suitability are determined solely by the independent adviser.
What does “curated” mean in this context?
“Curated” refers to a research-driven, process-focused introduction—not endorsements. The emphasis is on alignment, risk, liquidity, governance, and documentation evaluated by the adviser.
What kinds of opportunities might be discussed?
High-level categories only (no specific products): purpose-built diversification, quantitative and evidence-based portfolio design, liquidity planning, and institutional-style oversight.
How is risk addressed?
The adviser uses objective risk metrics and a quantitative framework intended to align exposures with stated limits and long-term objectives; there are no guarantees of outcomes.
Are there account minimums?
Minimums, if any, are set by the independent adviser and may vary by service or strategy. The adviser will confirm details during their evaluation.
How are fees handled?
Fees are set and disclosed by the independent adviser. We may receive compensation or other benefits in connection with referrals; potential conflicts are disclosed per applicable regulations.
Who holds custody of assets?
Custody and trading are handled by the adviser and their chosen custodians. We do not custody assets.
Can you coordinate with my existing adviser or accounts?
Often yes—coordination is possible, subject to the independent adviser’s policies and your objectives. This is addressed during the initial consultation.
How do I get started?
Use the contact form to request a confidential conversation. We’ll confirm fit and, if appropriate, connect you with the adviser to review process, disclosures, fees, and next steps.
How is my information used?
Your information is used to assess fit and facilitate an introduction, if appropriate. The adviser will provide its privacy policy and regulatory disclosures during onboarding.
Important Notice: All wealth management and investment advisory services are provided exclusively through our independent SEC-registered investment adviser partner. Our insurance firm does not offer securities or investment advice.
Disclosures:
Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Access to certain investment opportunities may be limited to accredited or qualified investors under SEC guidelines. We may receive compensation or other benefits in connection with referrals made to our investment adviser partner. Any potential conflicts of interest will be disclosed to clients in accordance with applicable regulations. Investment advisory services are provided by FamilyWealth Advisers, LLC, an SEC Registered Investment Adviser. There is no guarantee that any particular asset allocation mix will meet your investment objectives or provide you with a given level of income. We recommend that you consult a tax or financial adviser about your individual situation. Investments in bonds are subject to interest rate, credit, and inflation risk.
Request a Confidential Conversation
📞 Call us at 800-533-5969
or visit our Contact Page
Important: We do not provide securities or investment advice. If appropriate, we may introduce you to an independent SEC-registered investment adviser for evaluation under their regulatory framework.
About the Author:
Jason Stolz, CLTC, CRPC, is a senior insurance and retirement professional with more than two decades of real-world experience helping individuals, families, and business owners protect their income, assets, and long-term financial stability. As a long-time partner of the nationally licensed independent agency Diversified Insurance Brokers, Jason provides trusted guidance across multiple specialties—including fixed and indexed annuities, long-term care planning, personal and business disability insurance, life insurance solutions, and short-term health coverage. Diversified Insurance Brokers maintains active contracts with over 100 highly rated insurance carriers, ensuring clients have access to a broad and competitive marketplace.
His practical, education-first approach has earned recognition in publications such as VoyageATL, highlighting his commitment to financial clarity and client-focused planning. Drawing on deep product knowledge and years of hands-on field experience, Jason helps clients evaluate carriers, compare strategies, and build retirement and protection plans that are both secure and cost-efficient.
